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URLs should automatically hyperlink in Notes field
Urls do not hyperlink in Notes field on deals.
Created 25 Mar 22:07 by Guest
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Change Workflow "Time for Event" options to customizable up to 1 year
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...
Created 03 Jun 14:36 by Guest
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Candidate Login: Cadence Toggle
Name and Date/Time Stamp showing who turned on Candidate Login cadence
Created 18 Jan 21:11 by Guest
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People View: Bulk Actions
The select boxes next to people when a bulk action (tag, add to project etc.) is used does not release the selected records. When the action is complete, it should un-select those people after that action is done. - Maybe add a "Done" button like ...
Created 18 Jan 21:09 by Guest
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Add Notes As A Heading Within Grid View
I want to be able to include a Notes view in the Grid view, along with Name, Title, Company, etc. Notes is not a heading within Grid View.
Created 13 Feb 21:49 by Guest
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Emailing notes to specific team members
It would be great to email notes to a specific team member instead of the entire team.
Created 11 Jan 22:48 by Guest
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Adding bulk list of companies to Target Categories
It would be ideal if there was the ability to import a csv list of companies for specific categories rather than having to manually add them one by one.
Created 10 Jan 23:48 by Guest
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Add Ability to Export Relationship Card Data in People Grid View
It would be advantageous to have an aggregate view of individuals and their relationships. An example use case is seeing who has been referred by a specific organization. Currently, you can manually select all the people at an org using filter, bu...
Created 08 Jan 15:00 by Guest
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Workflow Time for Event
Similar to other comments. 1 week is too long for us. the Time for Event in the Workflow should be far more customizable.
Created 05 Jan 22:00 by Brian Armstrong
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Ability to change the date on a note or other activity in CW
People miss adding data to the system at the right time which affects our KPI/Analytics - it would be great to be able to change the dates/times on notes/project status etc.
Created 05 Jan 20:06 by Guest
Clockwork Users / Improvement
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