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Marleen

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  1. 121 votes
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    Marleen commented  · 

    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

    Marleen supported this idea  · 
  2. 7 votes

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    Marleen supported this idea  · 
  3. 13 votes

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    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  · 

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