BVielle

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BVielle

Member | Platinum Partner

July 31, 2023

Reply to Rename Client Attachments

It would very useful to have the ability to change the name of the attachment once uploaded. Currently, we have no choice but delete the attachemen...read more

BVielle on December 15, 2022

create a list / filter to pull contacts who have a certain note body on their record

1. for sales team 2. identify leads according to their activity -> in order to prioritize them 3. We could create a list / filter to pull contacts who have a certain note body on their record 4. no 5. screenshot of the filter i wo read more

Reply Idea Contacts & Companies

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