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Currently Followup only has the ability to send a signature notification to whoever’s account sent the proposal (Account...
I would like to see a calendar display that is more streamlined for sales meetings. I imagine the following changes to the...
It would save so much time if we were allowed to copy the document folder as part of the "copy as related file".
We would like the ability to color code the sales activities/contact activities the same way that sales status/people can be...
We would like the option to set not only first contact to email in automations, but second contact, third contact, etc. as...
I have our system setup where any new projects get two document folder (pictures & plans). It would be great if each of...
When a project activity date is added (or changed), it would be great to be able to update another project activity date based...
Currently the view style for "Documents" on each project is auto-set to the "Cards" layout. - I would like to set my default...
This report nicely groups by month, but the months do not go in order... mine currently runs August, then October, September,...
It seems that with AI funcationality, the plugin for Outlook should automatically log emails related to a contact or project...
