Ideas

why useful - I allows us to mine our database to build our project list. In my opinion this is a must feature to allow us to filter through our data....

Right now, you cannot sort deals by Target companies. It would be useful to see the deal list organized by target company

the dashboard card should focus on the tasks due today. The email that is sent should list the tasks due today. The dashboard and email can simply show a summary of the number of tasks that are overdue.

it could be more concise (better formatting). The report could display some totals at the top (average rating, total evaluated vs. total candidates) Export to CSV

The tasks creation overlay should default assignee to the creator of the task.

Notes written on a candidate from within a project should default to the context of the project.

On the new grid view, a user is able to fill in the research criteria for a candidate. The user can also have the candidate panel displayed. The user should be able to see both at the same time while filling out the candidate display. Right now, i...

When you search by keyword there is no context for what the result is because it is not visible or highlighted.

Firm users should be able to edit tasks without deleting and recreating them. Right now a user cannot undo a completed task and if you change a task from the Type: Date to Date and Time, or vice versa task stays details are not updated.

It would be useful to be able to search the database by "OR" when it comes to text fields in a similar way that happens with other records such as "Company"