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marcher2
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Member since ‎Mar 11, 2021
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Matt Archer

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Activity

SheilaB2 on November 12, 2023
Be able to set "Restorable delete" as the default option when deleting a Contact from the record
I'd like to request a new feature that would make a significant difference in the way we manage our contacts. I believe that by implementing this feature, we can save time and reduce the risk of accidental deletions. The ability to set “Restorabl read more
Reply Idea Account Settings Contacts & Companies
2 upvotes
2 Replies
marcher2
Member
November 14, 2023
This NEEDS to be added. I have permanently deleted multiple contacts by accident and it's very frustrating as there's no way to reverse this or add t...read more
mtang on June 08, 2017
"Became a customer date"
I would like to suggest that this "became a customer date" systems property to be made into an editable property. This is because when we import from another system and we would like to back-date our "because a customer date"instead of making it th read more
Reply Idea Contacts & Companies
95 upvotes
35 Replies
marcher2
Member
May 25, 2021
Absolutely needs to be editable. Love this idea!
JVeirs on June 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task read more
Reply Idea Tasks
114 upvotes
80 Replies
marcher2
Member
March 15, 2021
Scott, This is a great fix. Can the same be done for creating notes as well? Currently creating a note within the task queue forces you to compl...read more
JVeirs on June 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task read more
Reply Idea Tasks
114 upvotes
80 Replies
marcher2
Member
March 15, 2021
Scott, This is a great fix. Can the same be done for creating notes as well? Currently creating a note within the task queue forces you to compl...read more
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