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CRM

Tag Catagories
As someone who uses a lot of tags, it would be helpful to have catagories. The catagories allows you to sort your tags into groups. It would also be nice to have 1 place we can go to see all the tags we've added. After so many tags, it's easy to forget which ones you've already added. On one page, you can look for the category it would be under and then double check before making another duplicate or similar tag. HIGHLVL-I-108
48
·
in progress
Pin Notes
Pin a specific note to the top. Would be great to have an easily accessible note at the top of the notes list to include links associated with the contact or opportunity, as urls are not clickable in custom fields.
14
·
New Feature
·
in progress
Add Tag Description & Number
Add a description section to the tags and a way to quickly see how many number of people are tagged with a specific tag or not. Or maybe an indicator on if the tag is being used or not.
9
·
Enhancement
·
in progress
Attachments to Notes
It would be fantastic to have the capability to add attachments (such as photos or doc files) to the notes and make this section more feature rich.
26
·
Enhancement
·
in progress
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