Ideas

Please allow Users to export a list of companies and schools so that we can analyze and clean up the lists.

Category colors were used to distinguish where candidates are/were in communication and engagement process. New colors have impacted workflow because they are hard to distinguish if they are not side-by-side (greens are too similar, blues are not ...

Where are we in terms of KPI and activity reporting and a more comprehensive dashboard? Meetings, Interviews, Calls, Emails, imported contacts on a monthly basis by user?

Current formatting is hard to read and understand. Not Client friendly.

Please allow to make Deal Size confidential - select the users that have access to that information.

Upon a task being marked complete, the option pops up to create a new task. This would prevent having to click into the "create task" field again.

While there are lots of advantages to new Grid View, I find it very hard to read. The font is small The color scheme is very monochromatic. I wish you could put more dimension on the screen - even if that means having less columns, that wo...

When you search by keyword there is no context for what the result is because it is not visible or highlighted.

Firm users should be able to edit tasks without deleting and recreating them. Right now a user cannot undo a completed task and if you change a task from the Type: Date to Date and Time, or vice versa task stays details are not updated.

Urls do not hyperlink in Notes field on deals.