TCanning

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Theresa DeWitt

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TCanning

Member

February 04, 2026

Reply to Reverse timeline/Skip to bottom

This would be helpful for us as we are trying to figure out if a clients first interation was through marketing or not but this often does require re...read more

TCanning

Member

July 31, 2025

Reply to Change the date of notes. Especially on a deal so I can note when I "actually" took the note.

Any movement on this one. We would love to see it implemented as well.

TCanning

Member

July 28, 2025

Reply to Filter by Association Label

It looks like this was potentially going to be implemented in 2023, @jconsing any updates?

TCanning

Member

July 28, 2025

Reply to Include History of Association Labels in "View Association History"

This would be a great feature to have! +1

TCanning

Member

July 28, 2025

Reply to Filter contacts on Deal cards by Association Label

I think on even the company records this would be helpful.

TCanning

Member

May 18, 2023

Reply to Enrolling contacts at specific places in a workflow

This would be VERY helpful as merged contacts get un enrolled automatically... and I don't want to send our contact the same initial email twice. ...read more

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