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JSavageau
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Member since ‎Apr 12, 2019
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Jason Savageau

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PhocosJP on July 25, 2017
Attach Files to Task
Hello, I think it would be a great if youc ould allow users to attach files to tasks during task creation. Often times, tasks are created for task owners to review documents that it would be very convenient to have attached to the task when the read more
Reply Idea Tasks
107 upvotes
37 Replies
JSavageau
Member
July 23, 2019
This seems like an obvious solution, and is already a function for emails. Our team would like to be able to attach files for tasks that require revi...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
JSavageau
Member
April 12, 2019
'Close Date' is irrelevant to our business and having it displayed on the Deals Board is disruptive to our business. We would like the simple option...read more
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