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jmcdonald
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Member since ‎Apr 25, 2018
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jmcdonald on July 19, 2019
Filter Notes, Meetings and Calls by Key words
It would be great to easliy find what you are looking for by having a search bar to enter Keyworks. Having to look through all your notes, meeting and calls to find the info you are looking for is a pain. Possibly a seach bar similar to outlooks sea read more
Reply Idea Contacts & Companies
5 upvotes
1 Reply
jmcdonald on July 15, 2019
filter in manage duplicates
Filtering by company / contact owner would be a great feature. As there are several sales people and you currently have to thumb through all of them to see what is or isn't yours. this would create an easy way to keep the data clean.
Reply Idea Contacts & Companies
53 upvotes
17 Replies
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