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Mentions for any notes
# seems to be the best way for us to be able to link objects in mentions (where people would be objects also). I can see that it could work for that purpose but when you type #first(space)last the search stops after the first name, so the name is ...
Created 02 Nov 17:03 by Guest
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Better Task Management
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...
Created 09 Jul 15:14 by Michael Scott
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Searching specific names, changing the way a nickname/shortened name would populate results.
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...
Created 26 Aug 18:48 by Erin Rogers
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To be able to associate a document to a client company (ex: Benefits)
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...
Created 19 May 23:14 by Amandine Minaud
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Add companies drop-downs still on HOME not WORK ?
When adding Companies , why the drop-downs for Email and Address are always default to HOME not Work !!!!
Created 08 May 14:35 by Guest
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Search by Email address
You can search by a phone number, why not an email address~!?
Created 15 Nov 20:07 by Guest
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Filtering on Grid View
It would be helpful to have a filter in Grid view so that you can only view the candidates who are visible.
Created 16 May 17:46 by Guest
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Be able to hide last updated/created info from clients in the client portal
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.
Created 17 Jan 15:28 by Guest
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Larger text boxes in Notes area of a contacts profile
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. ...
Created 26 Aug 15:37 by Guest
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KPI Reporting and Activity by User Reporting
Where are we in terms of KPI and activity reporting and a more comprehensive dashboard? Meetings, Interviews, Calls, Emails, imported contacts on a monthly basis by user?
Created 04 Apr 14:24 by Steve Morrissey
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