Ideas

You should be able to arrange the Statuses just like your able to arrange the categories. You should also be able to sort by alpha so that when using the pull down in the Grid View that it is arranged in the order you want. Currently when adding y...

Need Default setting for Client View in firm settings. Rediculous to have to set this up for every new engagement.

Since a new view was implimented a few days ago the old "add Person" button under the search field has disappeared. There is no way on the profile page to add a new person.

Our user group would like added MFA security to access Clockwork provided the setting can be triggered every 30 days and a MFA code is not required when using a 3rd party app like ContactGrabber to import a record.

There is no way to make search "Amazon' and find everyone who has the an amazon entry on their position history. It should be easier to type "amazon' and multi-select all "Amazon" entries and perhaps also the companies listed under the relationshi...

Whenever someone has a certification attached to their name on linkedin (such as CFP, or CFA), it contact grabs the word "registration" along with some symbols next to their name. This is becoming frustrating as I have searches underway specific t...

We would like to be able to send automated client invites to projects, where at the top our logo/branding is featured, and Clockwork details are at the bottom. That way clients will immediately know they are logging into our system whilst retainin...

I would expect the entire "People" list in the database to be alpha by last name (they are), and then alpha by first name. For example, I would expect Sue Smith to some after John Smith. That may or may not be the case.When I add candidates to a p...

It would be great to have a separate section to track pipeline instead of creating a brand new project and labeling this as "pitch". Ideally somewhere to track early conversations that lead to new projects. For example: pipeline > pitch > ac...

it would be great to import thousands of company names along with their address, phone number and URL at once. This way, if we are looking to reach someone, we can just look up the main phone number to give them a call. Clockwork buys company list...