Ideas

When a person record is outdated, we have to either update it manually or import the linkedin record again as a separate record, then merge them. It would be helpful if there was the ability to update a candidate record directly from linkedin. One...

When searching for a candidate name in CW, could we change it back so that if we're looking for "Jon Doe," he still comes up even if he's in the system as "Jonathan Doe." Since the switch we can't find people like we used to. Go back to the "eithe...

It would be helpful if we could access tasks from all types of records in the same way we can with notes. For instance, when adding a task from a person record, we should be able to link it to the project to which it is related. It would also be h...

You will likely have the same benefits from one search to the other when you are working with a recuring client. Instead of asking them the benefits package document everytime or go look for it in a previous project, we could just attach it to the...

We would prefer to not share the light gray text that says who updated a note and when. ideally the note would just display on it's own with no user/date info.

It would be helpful to have a filter in Grid view so that you can only view the candidates who are visible.

It would be helpful to see a person's notes in the Gridview. It's onerous to have to go into each record.

When adding Companies , why the drop-downs for Email and Address are always default to HOME not Work !!!!

You can search by a phone number, why not an email address~!?

It is difficult when taking notes on a candidate to not be able to see all of what is being written because the next box is a static size. It would be very helpful if the current/active text box was 2-3x larger when active and truncated when not. ...