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JRogers74
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Member since ‎Apr 19, 2023
  • solutions
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  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    9
  • Ideas
    3

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James Rogers

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Activity

Participant
December 17, 2024
We are now using Teams as our main phone system. Having Teams call integration (we would only need logging at this stage) would be a real time saver...read more
Participant
October 15, 2024
Bulk editing activities for a particular customer would be a very practical time saving feature. Currently, if a mistake is made, and a customer has...read more
Participant
February 08, 2024
If we could 'disappear' them it would be great. Their historic activities and tasks would still need to be visible.
JRogers74 on October 16, 2023
The current default pane has both the street and postal address details spread out taking up most of the visible area. What about showing the address in it's normal configuration. ie as appears on an envelope. If changes are needed clicking an edi read more
JRogers74 on October 03, 2023
It would be good if the Complete Task part was optional ie tick box. We don't always want to complete the task. Revisiting to reopen the task is a pain.
5 upvotes
3 Replies
Participant
September 29, 2023
We have same issue. See pic above. Can't differentiate between companies without opening each one! All it needs is for the highlight box to show all...read more
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