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JKrauss
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Member since ‎May 10, 2021
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Julianna Krauss

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January 06, 2023
This is absolutely necessary! We deal with franchises and need a way to manage each location as a child deal with it's own qualifications, under the ...read more
JKrauss on December 20, 2022
In the new Overview release within a contact or company record, we should be able to customize the tables so that we can see all of the notes associated with the record instead of having to go into the activities tab. We should be able to access any read more
3 upvotes
2 Replies
JKrauss on December 20, 2022
Ability to set a date range for all activities or individual activities based on a filter. And, ability to search for keywords within activities especially notes or call logs. If we could have one clear view of all notes filtered by the specific dat read more
3 upvotes
2 Replies
Participant
October 13, 2022
I could not agree with this more! Once leads become contacts, they tend to have continuous tasks. We work mostly from the Tasks page, since this is t...read more
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