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Myk
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Member since ‎Mar 3, 2017
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Michael Roberts

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ERawls on November 04, 2022
Option to have all associated contacts delete when a company is deleted
To whom it may concern, We would like for all of a company's associated contacts to be deleted when we delete the company. As it stands now, when we delete a company, we have to track down all of the associated contacts mannualy and delete them. read more
Reply Idea Contacts & Companies
5 upvotes
3 Replies
Myk
Member
January 16, 2023
Yes, this makes sence. Why make a user touch every associated deal/ticket record before deleting the contact?
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
370 upvotes
99 Replies
Myk
Member
November 30, 2022
This is a crucial update. I need to archive inactive clients who may return. And tickets, and companies. Every record my staff touch unessecarily is...read more
Myk on September 27, 2017
Import VCF Contact file by upload
There should be functionality that allows importing of a single VCF file, for example a contact file from Mac OS X contacts.
Reply Idea Contacts & Companies
60 upvotes
22 Replies
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