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Searchable Phone Field
Being able to search for people by phone number (partial or full string search) to allow users to (for example) search on missed calls where a message wasn't left.
Created 04 Nov 00:41 by Darryl Garbutt
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Add Quoted Rate to Deals
As we use Deals for business development purposes, we do not quote a $ amount, but a % of annual salary. It would be helpful if in deal size we have an option to do % versus $
Created 22 Feb 23:45 by Guest
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Add contact to deal task
Currently in deals the task is listed but it doesn't tell you who the target person is that you are tasked to contact.
Created 22 Feb 23:42 by Guest
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Share research criteria ratings with clients
Hi! I would like to have an ability to share research criteria ratings with the client. Not only overall rating but also other points listed in the screenshot. Right now we copy paste everything from the screenshot and put it into the notes for th...
Created 16 Feb 23:35 by Guest
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Track emails sent to clients through notes
When you click the "send to client" box in notes, that notes is sent to the clients on the search. Can a separate note be added to that contact that the note was sent to the client? or track somewhere else so we know it was done?
Created 09 Feb 17:42 by Guest
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Please introduce a way of changing the website/tab header to reflect the project only
I keep closing the project tab by accident when viewing it in grid view and having the candidate panel open.
Created 08 Feb 15:35 by Guest
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Adding Location to the status report
I would like to find out how we can select a field when we are pulling reports.First picture is the fields that we can see for a ProjectThe Second picture is the options we have for exporting a report to excel. Location is not one of the candidate...
Created 02 Feb 14:10 by Guest
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Admin Tab: Preferred Locations Only
User: heidi@jamesbeck.com If a location in a candidate record is marked preferred then it should only show the preferred option and not all of the locations in the card. I Toggled ON the Address and City + State toggles in Admin and it shows all ...
Created 27 Jan 20:54 by Guest
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Maintaining or alerting us to a Logo change
Now that CW is updating the company profiles with URL's and logos so that we can use the company enrichment feature, our logos on our reports have changed. That is fine if we are not currently running status reports for our clients but we do not l...
Created 27 Jan 18:58 by Patti Murphy
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More clarity between the two "yellow" color categories for candidates
I have to say, i can hardly tell the difference between the first listed yellow color (option 2) and the more mustard yellow color (option 9). It would be way more helpful if these were more distinct. Maybe it's just my monitor color calibration b...
Created 25 Jan 14:59 by Guest
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