So I use a cell phone not VOIP. I was wanting to see if you can add a feature that allows users to call in and add a AI agent or what not that can link to their profile to update the notes like you...
Readding the years section for each meeting log, no clue why you would take it off as now you cant tell wether you last spoke to someone last year, or in 1990.
Instead of using the free-text "Name your task" field, it would be more effective to let teams define their own task types.
For example:
Live lead chase
After sales
Contractor evaluation
This...
When viewing multiple jobs in KB view, it would be helpful to see all the jobs together and then expand each one as needed. You can shrink them, but only one at a time and you have to "show more" to...
In the Kanban view on a job, is it possible to create a button (at the bottom of the candidate's kanban card), which would on instantly create a custom activity AND that custom activity would then be...