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AlexanderPMD
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Membre depuis ‎oct. 1, 2021
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Activité

samglenn le Janvier 14, 2020
"Assigned By" in Task Property
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be help Lire la suite
Répondre Idée Tasks
104 Mentions J'aime
44 Réponses
AlexanderPMD
Membre
Juin 30, 2022
This really would be very useful.... We keep getting told that more votes on ideas pushes these up to the front of the queue (or "line" as you say in...Lire la suite
brent1 le Janvier 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy Lire la suite
Répondre Idée
137 Mentions J'aime
40 Réponses
AlexanderPMD
Membre
Mai 11, 2022
This idea certainly gets my vote. It's very time consuming having to manually update associations one at a time. A utomatically assigning the logs/ac...Lire la suite
AndyPitre le Avril 04, 2017
Assign task to multiple people
It would be nice if CRM tasks would be assignable to multiple people. Right now it can be assigned to one person only.
Répondre Idée Tasks
220 Mentions J'aime
80 Réponses
AlexanderPMD
Membre
Octobre 08, 2021
Agreed - it does seem odd that this was not thought of beforehand, as our team members are part of primary and secondary teams, so one would expect t...Lire la suite
samglenn le Janvier 14, 2020
"Assigned By" in Task Property
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be help Lire la suite
Répondre Idée Tasks
104 Mentions J'aime
44 Réponses
AlexanderPMD
Membre
Juin 30, 2022
This really would be very useful.... We keep getting told that more votes on ideas pushes these up to the front of the queue (or "line" as you say in...Lire la suite
AlexanderPMD le Octobre 01, 2021
Adding "Assigned By" in the tasks columns
As a manager of a team, I'm interested in monitoring tasks I have assigned to team members. Currently, you can only customise the view by "Assigned To", whereas having the feature of "Assigned By" would be very helpful. Thanks.
Répondre Idée Dashboards & Reports Tasks
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