Ideas

We need to be able to adjust the order of custom fields.

when using the gmail integration, individual users MUST be able to create and edit email templates. There's no way the admin can populate and edit templates for everyone across all projects/users. If we can't use/edit email templates (when staying...

When leaving a note on the person record, they want to be able to choose their current company as "context" so the note shows up there too. To be able to go to a company and see the notes that were left for people in that one place instead of goin...

Allow users to build a workflow for when a search is deleted. For example, send notification to admin when a search is deleted.

We ofter search within a certain radius of a business. For example candidates living within a 50 mile radius of the City of London. The ability to serach by UK post code would also be good.

When creating a new note, it would be helfpul to have a set firm wide default specific note type. Rather than have the note type be empty each time we create one, it could be the default type and then we can change it accordingly. The biggest issu...

We do quarterly check ins during the first year of candidate placement. There's 3, 6, & 12 month options. We are just missing the 9 month option to be able to set this workflow.

We do a lot of work with either private equity firms or corporations that have a large number of subsidiaries. When we make a company off-limits (ie do not contact) it would be helpful if all the subsidiary companies would be automatically inherit...

For some people, they have a lot of different projects (BD, event invites, mailings etc) and it distracts from seeing the actual projects they were candidates for. It would be great if there was a filter setting (like only projects of a certain ty...

I noticed that there is no indication of what today's date is when making a task. it would be helpful to see that in gray or something when trying to determine what date to set, even if you aren't setting it for the current day.