Ideas

Per roger@rbrooksgroup.com: When the Outlook button in docket is clicked, it opens up Outlook calendar in the browser instead of the desktop version.

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.

The ability to put a note directly on the candidate record and shows up at the landing page of a candidate record. This would be used for important notes that everyone needs to see.

Currently, internal projects created show a candidate included in that internal project with a "briefcase", ie, active on a current project. Showing a candidate as active means it is assumed someone may be reaching out, requiring us to click and c...

I want to create a custom field for competitors and link companies to ones that already exist on my database. I love the person lookup option available and think a company lookup will be very useful as well

When I am working with clients on projects, we communicate through the 'Note' function on the platform. This is how they tell me when candidates have progressed to a new stage in the interview process, who that interview is with and what date it w...

It would be useful to be able to auto-pin projects, specifically for where we add a new candidate in CW and then want to add that candidate to a regularly used project. Rather than have a full list of projects below the search field it would be ve...

The previous CRM I used had a button on all LinkedIn profiles that either said 'update to system' or 'add to system.' This allowed us to check if an individual had already been added to the system without manually searching it up or using a contac...

Urls do not hyperlink in Notes field on deals.

In the people view you can update their files eg. location, gender etcIt would be good if we could do this on a project basis as well, in the grid view