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company phone number with company address
My idea is to have the company contact together vs having it in separate areas. In companies that have multiple locations I feel it would be easier to have the complete address w/phone number together. Having the phone & address in the same ar...
Created 27 May 15:21 by Guest
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Green Person Icon: List ONLY Active Projects
Presented from a client: Hewett Yipe of Rich Talent Group on April 8th He shared when quickly viewing the short list of projects a candidate is connected to that pops up when mousing over the green person icon, he experienced seeing Closed project...
Created 09 Apr 16:40 by Guest
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The option to change settings so that users do not receive emails when a client logs in/has not logged in to a project in 24 hours.
It is possible to view whether clients have accessed the project or not within Clockwork, so it is frustrating and not necessary to receive email updates for each client logging in/not logging in within 24 hours. It would also be helpful to be abl...
Created 24 Mar 21:34 by Guest
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Assistant field in person record should click through
Listing the assistant's name on the contact tab in the person record is great, but then I have to go and search for the assistant. Enhanced functionality could be created if I could click the name and go to the assistant's record (as I often want ...
Created 12 Mar 23:19 by Guest
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Attach link to media
It would be great if there was a way to attach links to companies/profiles rather than having to embed them into a note. I'd like to be able immediately open relevant articles about a company/person somewhere other than the notes section. Maybe a ...
Created 07 Feb 18:38 by Guest
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Add percentage option in Bonus area
When you add compensation data to a project on the position tab the only option for Bonus is USD, where every other area with compensation data has an option for %. Can % be added here too?
Created 08 Jan 19:50 by Guest
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Kanban board layout for deals interface
It would be more visually appealing and useful. Users could drag a deal through different stages in this layout.
Created 03 Oct 00:48 by Guest
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Automatically populate project lead and team when creating a project from a deal
Saves time and effort for setting up a project. More intuitive.
Created 03 Oct 00:35 by Guest
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Deals: add metadata to deals
add metadata fields (industry, specialty, seniority, company values) to deals -make them all optional
Created 06 Sep 19:58 by Guest
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Deals: create project from specific status of deal instead of stage
Most pitch projects are created before a Deal is closed. Allow users to define a status value (the pipeline) that triggers the "create a project from this deal"? instead of waiting until the stage = "won". This will need to be in the settings, as ...
Created 06 Sep 19:51 by Guest
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