Ideas

We have clients who need access to multiple projects as we are conducting multiple searches for them. If we kick off 5 searches, we have to send them 5 invitation emails to access each project.

When inviting clients to a project, the link provided for them to login allows them to create their own login or login using their linkedin password. If they choose to login with their linkedin password, their business email we send to and their e...

Since a new view was implimented a few days ago the old "add Person" button under the search field has disappeared. There is no way on the profile page to add a new person.

There is currently no facility to export "Next Steps." for Active Deals. There is no field to record Next Steps, nor are we able to export by specific Note. Some Users are falling into bad practice, and using other fields to make it work. Custom F...

There are options to add contact info (email and phone), biography etc. but no option to paste a LinkedIn profile link without going to full person view.

Presented from a client: Hewett Yipe of Rich Talent Group on April 8th He shared when quickly viewing the short list of projects a candidate is connected to that pops up when mousing over the green person icon, he experienced seeing Closed project...

The tab lists our company name instead of the candidate. Not helpful when you have several candidates open (old view shows candidate name). The email and history views are missing. I know you are working on the relationship tab - which is also mis...

Problem: I would like to search for every CFO that is or has been funded by X venture Fund. As of now, the only way to do this is to create a separate Tag for each Candidate record that correlates them to a particular fund. It should be automatic ...

Emailing from withing Clockwork - when I click on a person's email from their contact tab a secondary window opens, which is great. If I put an attachment on that email that attachment is saved to the files tab of the person. This is unnecessary a...

It would be useful to have a dashboard when opening up a person record that includes the basic pertinent information without having to scroll through the tabs. Information such as contact information (which is already there), a link to the resume,...