Feedback and Feature Requests

Welcome to the user feedback forum! Tim Keckler October 25, 2016 15:33 0 comments 0 votes None

Search bar: include nicknames in results Ted Brooks December 11, 2018 15:30 0 comments 0 votes None

Email templates: trigger for "New" stage should not fire on 1st Import step Ted Brooks November 29, 2018 19:58 1 comment 1 vote None

Calendar show business hours by default Roanna Wang November 29, 2018 18:12 1 comment 0 votes None

Past Due Schedule Activites TJ Kastning November 21, 2018 18:33 0 comments 1 vote None

Reports - Limit Financial Info for Users Brian Jorvig November 21, 2018 13:43 2 comments 3 votes None

Sales Tab Overview TJ Kastning November 19, 2018 17:59 0 comments 0 votes None

Weekly Activity Report: Job Activity Ted Brooks November 10, 2018 15:25 0 comments 1 vote None

Hover Over Company Record from Contact Record Brian Rhonemus November 08, 2018 14:56 0 comments 0 votes None

Track reach out/engagement metrics TJ Kastning November 05, 2018 18:22 3 comments 0 votes Answered

Move Workflow Stage based on Email Template Angelia O'Connor November 04, 2018 05:51 3 comments 2 votes None

Anchoring Contact Form Fields Kevin Swanquist November 01, 2018 15:01 3 comments 1 vote Answered

Email Drip Campaigns Inside of Crelate Jay Veniard October 31, 2018 21:29 1 comment 1 vote Planned

Contacts: add configurable required fields Ted Brooks October 29, 2018 21:40 0 comments 0 votes None

Jobs: add Type selection when creating Ted Brooks October 29, 2018 17:22 0 comments 1 vote None

Home: tab counts Ted Brooks October 27, 2018 11:44 0 comments 1 vote None

Email Tracking on single emails` Paul Lipman October 24, 2018 17:42 3 comments 1 vote Answered

Send resume on Spec Daren Thornley October 24, 2018 15:43 0 comments 0 votes None

Feature request - Follow up dates Daren Thornley October 24, 2018 14:55 1 comment 0 votes Completed

Reports: add option to remove Job header lines from exports Ted Brooks October 24, 2018 14:33 0 comments 0 votes None

Contacts: add full Start Date Ted Brooks October 23, 2018 13:14 0 comments 0 votes None

Company: add aliases Ted Brooks October 22, 2018 21:33 1 comment 1 vote None

Website parse: requery on name change Ted Brooks October 17, 2018 15:32 1 comment 1 vote Not planned

Zapier integration: add merge events Ted Brooks October 16, 2018 17:32 1 comment 1 vote None

Jobs: requirements doc upload should not require additional categorization Ted Brooks October 12, 2018 20:32 1 comment 0 votes None

Metric Ratios TJ Kastning October 12, 2018 16:00 2 comments 1 vote Completed

Reporting Feature Request Vance Fletcher October 11, 2018 16:34 2 comments 1 vote Answered

Emailed resumes into system with tags!!! Kevin Valliere October 11, 2018 15:54 1 comment 0 votes Answered

Bulk Removal From Jobs TJ Kastning October 06, 2018 19:31 2 comments 0 votes Completed

Zapier integration: add Tags for triggers Ted Brooks October 04, 2018 14:27 2 comments 0 votes Answered