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dgillies
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Member since ‎Jul 31, 2020
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David Gillies

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DarrenScottUK on September 07, 2019
Quick Access shortcut to create contact / company
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
Reply Idea Contacts & Companies
20 upvotes
5 Replies
StatMedInc
Member
February 28, 2022
Yes, it is too many steps to create a new contact. The task list or opportunity view is where most will work from and a small icon on all pages would...read more
lrn24 on January 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Reply Idea Tasks
394 upvotes
175 Replies
quiggdavid1406
Member
October 06, 2021
The ability to toggle times on and off would be great. I personally prefer to have times on taks and I like to space them out throughout my day. But ...read more
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