Feature Suggestions

should be able to reorganize all fields in the company profile area so custom fields can go towards top

When inputting the DATE for each of these fields in project data it should then prompt for a specific time to input as well,...

Contract and Dead dates and other important dates should be able to have "values" similar to the sale activity section

These should be drag and drops- it's so hard to edit the order since you have to go into all the individual fields and change...

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...