We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more

The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case. Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amo read more

Sometime I just want to thread one or two messages within a sequence, and not the whole thing. In Yesware, this can be done simply by leaving the subject line blank next template that you want to thread (Yesware will automatically add a re: subject read more