Planned
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Marketing Analytics
Feature Suggestions
In progress
- Nothing here yet
Live
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Automated Followup Email Sequences
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Pin a comment to the top of notes
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Google Calendar Integration
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Mobile App instead of mobile site
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Attachments to external emails
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Project Management Scheduling Tool
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Duplicate files
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Required Field - File Data
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Import Feature
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Zapier Integration
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Advanced Search On Main Bar
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Contact switching Companies
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Required Fields Feature
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Ability to change column widths
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Merge Company/Contact Duplicates
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Integrate with Company Cam
Integrations -
Outlook Plugin
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Required Fields
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Save column selections with "Add Views"
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Contacts Auto populate
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Custom Labels
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Prompt to save "unsaved changes"
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Edit Dashboard and File Data Columns
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Calendar View
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Suggestion on creating a more convenient save button
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Sales Quotas
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Document Folder Name
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Customizable ID numbers
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Export Data Folder
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Delete Group/Bulk Projects
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Sales Behavior - Follow-Up
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Contact Analytics
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Office and Contract Type Goals
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Default User to PM on login
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Add multiple users and contract type to all filters
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Listing multiple contacts for the same company
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Unsaved Changes prompt
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Save sort options
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Google Auto Address
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Delete Contact Option
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Project Folder Name
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Advanced Search - Select Multiple Status option
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Change a name of field in Record Details
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Contact Activity Logs
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Revision Set and Change Order
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Reorder project fields
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First Comment To Export In Projects Page
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Edit in table functionality for Companies and Contacts
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Custom columns in Company Info in Project
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Start New Project from Company Page
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Bulk updates for Contacts
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Merging Projects
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Dataforma
Integrations -
Sage 300
Integrations -
Sage 100
Integrations -
Company Cam
Integrations -
Stack
Integrations -
Dashboard
Feature Suggestions