Ideas

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

As we use Deals for business development purposes, we do not quote a $ amount, but a % of annual salary.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

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...

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.

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.

When a resume is uploaded to a person record, the name of the file can't be changed. It would be nice to be able to change it or to have it defaulted to a syntax that is common across the company. For example resumes could automatically default to...

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...

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 ...