Ideas

We would like to be able to pull the names of all the people that were referred by one of our contacts. When we try to search, it only pulls her name and record and not the people associated with her. It would be nice to be able to pull a list of ...

It would make the report look cleaner to have the placeholders not showing if a Logo is not being used.

As we use Deals for business development purposes, we do not quote a $ amount, but a % of annual salary.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 $

Currently in deals the task is listed but it doesn't tell you who the target person is that you are tasked to contact.

Automatically grab contact details from email when received - e.g., phone numbers, alternate emails, etc.

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...

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?

I keep closing the project tab by accident when viewing it in grid view and having the candidate panel open.

In some of the previous databases we have used, there is a feature that shows the last 20 or 30 candidates whose records I have accessed. It's a great feature that allows users to quickly access a recent candidate.

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...