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Search results: Accounts & Contacts

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Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior
Guest 6 months ago in Accounts & Contacts 0 Future consideration

"Last Activity On" option when Creating a View (Similar to "Last Modified On")

An option to add a "Last Activity On" when creating a view for Events, Calls and Emails (each a different option to add). Options would be: 1. Last Event On 2. Last Call On 3. Last Email On Event being the most important.
Guest 9 months ago in Accounts & Contacts 0