@MParham While I appreciate your team working to get this feature added, I am confused as to why something so basic would be put behind the "pro" p...続きを読む
I agree. This is basic functionality that has been missing. Was very excited to see that the beta had been added, but then was completely let down t...続きを読む
It would be a solution if I were just trying to create a report of people that we have seen. My team is working every day though, to make appointment...続きを読む
Really appreciate you working to help out! I'm not looking for reporting. When I go into contacts, there is an option to filter for "date of last ...続きを読む
Thanks Levi! I have tried these, but there are two issues that I have had: -Activity includes phone calls, emails etc. we have a lot of activity...続きを読む
When reaching out to customers for appointments, it would be very helpful to be able to filter contacts by "meeting date". Maybe I am missing something, but this SEEMS like it would be an obvious option. Similar to last conatcted, or last act 続きを読む
There is a way to keep users from bulk deleting contacts, but I do not see a way to limit the ability for users to bulk edit. For instance, we use a "drop down menu" selection with a list of tags/keywords. We do this because I cannot find a tag fu 続きを読む
When reaching out to customers for appointments, it would be very helpful to be able to filter contacts by "meeting date". Maybe I am missing something, but this SEEMS like it would be an obvious option. Similar to last conatcted, or last act 続きを読む