Marleen
My feedback
3 results found
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121 votes
We are investigating ways to manage workflows including assigning tasks to teams
An error occurred while saving the comment Marleen supported this idea · -
7 votes
the way addresses are stored may make this feature request... messy.
Marleen supported this idea · -
13 votes
Work on mobile access is no longer a part of our strategy. allowing for column setups to be displayed in the mobile app is not not available at this time.
Within the app, we do allow for you to select up 5 additional fields to be displayed within the lists of the main modules
Marleen supported this idea ·
Hi, for example: send all account managers a task asking them to read an important document or note placed under a specific customer. This way we can
- track actions/ tasks
- it's not necessary to copy the document to Outlook in order to send a new email
- reduce email