Ideas

Within Deals… Would it be possible to include the date stamp field of the Most Recent Note within the Deal Dates section (image attached) ? With the size of some Notes.. it's extremely difficult to view Active Deals vertically with the Notes field...

Right now, there are only 8 fields available when initially adding a new deal. For the majority of relevant fields, I have to re-open the deal a second time and input them then. This is especially problematic because new deals don't instantly popu...

Manually adding leads from a spreadsheet is very time consuming. The ability to mass-import deals with their relevant fields would be really nice.

Have a way to see how many companies a user updated in a given period (day, week, month).

This will give ownership from the beginning to the project

This would be beneficial so as to be more efficient and to not leave out anyone.

When adding candidates into additional projects, it would be very helpful not to have all projects ever created in the drop down list. Any projects that are closed should not be on this list.

By moving the SAVE button from the far right to the far left it would save time. Right now it gets lost under the NOTES box. There is currently and extra step to move the NOTES box out of the way. Or even better if APPLY could mean SAVE.

At this point, there is only the option to include one type of Note in the Client Status report. It would be helpful to have more that one note viewable in the status report since we house information in different places.

Inside of the Settings Filter, the "On Project" section could detail between Active or Closed Projects.