Ideas

Firm would like the ability to identify when Users are removing or adding contact information to track and report individual user behaviors. EX. which user removed/added contact information for a specific record and when.

Firm would like to send a single email invite to a client, inviting them to multiple projects at one time.

Individual Candidate reports that includes project details.

Add the ability to flag an email as do-not-contact (if they remove the email to not be used, someone else could add and use that email - the email should stay in the system and be flagged).

The user customize a person and then contact grabs, then all of their updates are being overwritten. They'd like to choose what's updated so their manual edits aren't overwritten.

There is no way to identify or differentiate names, formal names, nicknames, maiden names.

Would be super useful if the ContactGrabber Chrome Extension automatically sorted alphabetically the projects. You could still allow for the top project in the list to be specified, but the remaining projects could be sorted for quicker access whe...

Did the update eliminate tasks? I relied on tasks heavily to set reminders, follow up on potential searches, etc. I don't see anything related to tasks with the new UI.