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Like/comment if you agree with these much needed upgrades...

1) If I click contacts, then add new contact, the office phone number field isn't present. To add it, I have to create the contact, save it, go back to the contact menu, find the contact, click view, then edit contact and then it appears. I assume this is a known issue?

2) Why is there not a default field for website when adding a contact? I use my CRM to manage clients, but also service providers, and being able to pull up a website or send it to a client is really useful. I've created a custom field, but is doesn't open up the web site when clicked.

3) Same for home purchase anniversary.

4) Is there a way to search social media for all contacts? I just added a bunch of contacts, and checking each one for social media seems like a bulk action would be appropriate.

6) Is there a way to hide the team features? I'm a solo agent and the contact assigned to me by me on every contact is a bit distracting.

7) When I add an appointment with a client I want the option for a notification to pop up 15 to 30 minutes prior to appointment and linked to the address so I can use Maps on mu i Phone.

8) Not getting text notifications when I place a task in the tomorrow bucket.

1 reply

WH

Might want to break these out into individual posts as some seem like feature requests and others are bugs.