Ideas

It would be really helpful to have a place where I could search through note content and filter by note type and context and then look at all notes within those categories for keywords and quickly reference those notes rather than pop into the per...

There used to be a Project URL within the Project Settings box of the Admin tab on a project. I use it for every new Contact Grab and it's one of the best features on the system in my view. It seems to have disappeared. Please can we have it back!?

Create Deal "Types" to track/analyze success rates around different types of deals in a firm's funnel of opportunities. i.e. Retained/Contingent/Exclusive, etc.

right now we have to remember specific client names or company names to effectively use the search tool locate past searches and relevant past knowledge. Based on industry/position/spec, could the system "suggest" past relevant searches? (i.e. you...

A typical use case for workflows is to trigger a notification when candidates are "rotting". For example, a candidate has been in the "qualifying stage" for 4+ weeks - trigger an alert about this. The problem currently is that this also looks at "...

Add Delay or Schedulle send option to emails.

Please move "mobile" to top of options when adding a phone contact to a persons record. We use this probably more than any other option. Assistant and Fax can go to the bottom.

Automating a place where people that worked for a company during the same time frame can be found. User is aware of company filter but would like to see a place where this is automatically matched. - peg@sanfordrose.com

If you have multiple projects with one client company, it would be helpful to be able to copy the target list to another project so you don't have to tag it all over again.