Ideas

Ability to sort status types (just like it's possible with note types) would help have your most used statuses at the top instead of scrolling

I'd like to be able to add additional industry sectors to the category option in Company

It would be nice to have the Overview and Assessment in the same order for consistency in client view. Currently the one what was edited most recently is on top.

The Docket card could have a check box to mark Task as complete from the Home Dashboard, instead of having to go in the Docket Panel to mark the Task complete. - peg@sanfordrose.com

We gather Questionnaires, Inventory, Newsletters from Candidates. It would be helpful to customize the Document Types

Love tech support, but CW really need some kind of ticketing system with automated reminders (on the CW side). Support is high quality when we get it, but we are seeing slow / no follow-up far too often. Thanks!

Issue: When you go to a person's record and look at the "Candidate in Projects" panel, you see a list of projects but you don't know which types of projects they are. Idea: Solve for this by denoting the project type on each project in this view. ...

Confidential setting should keep ensure projects can only be seen by the team members on the project.

Our firm follows up with placed candidates every quarter for one year after closing a search to check in on how things are going. This tickle date is manually entered in a Google calendar currently for each placed candidate. Having a quarterly rem...