Ideas

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!

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.

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. ...

It would be great to email notes to a specific team member instead of the entire team.

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.

Automatically make a candidate NOT visible to a client once they are DQ'ed to eliminate human error I've found a few times where we DQ a candidate, update the status, change the dropdown color - basically do everything except turn off visibility.