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Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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44 results found

  1. Allow mobile site to access camera so I can immediately snap a photo for matrix locker

    Like the evernote feature (I use evernote a lot) to take a picture and automatically sync it to your notes or an account.

    1 vote

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  2. Print notes on accounts

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

    1 vote

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  3. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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    gathering requirements  ·  0 comments  ·  Activities  ·  Admin →
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  4. Would like to be able to schedule an appointment that spans more than one day

    I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.

    1 vote

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