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Email Reply Functionality

In Radius, when we sent an email, the client could reply to it. That was a really nice feature that doesn't appear to have been included.
Guest over 1 year ago in  0

Collapse Notes

Emails appear to go to the Notes section as they did with Radius. As with Radius, the full email is visible. It would be great to be able to collapse excessively long notes such as emails. It can take a really long time to sort through this to fin...
Guest over 1 year ago in  0

Adjust font size for fields with a drop down menu

This is not significant but the font size for fields with a drop-down menu is quite a bit smaller and harder to read than the other fields.
Guest over 1 year ago in  0

Make calendar events movable

Calendar events when viewed on the calendar tab, if they could be moved to a different day (keeping the time and rest of data that was set) by simply clicking and dragging to another day in the calendar.
Mark Meadows over 1 year ago in  0

In Note/Attachments it would be nice to have the option of sending an email since the format is like an email.

If you attached ID cards, group documents, SOB's, or general notes you may want to share with client or your admin. Have the option to email/text next to that saved note
Guest over 1 year ago in  0

Any chance we can get the drip emails (sales emails) to have the option of sending attachments like Summary of Benefits?

When quoting, it would be beneficial to send those SOB's all together then sending in a different email.
Guest over 1 year ago in  1

email/text reminder of activity

When creating activities and seeting due dates with times it would be nice to have a reminder email or text of the activity when it is due.
Guest over 1 year ago in  0

mail.google.com refused connection

when clicking on email in contact page I get a message that mail.google.com refused connection
Guest over 1 year ago in  0

How do you edit your drip emails in Individual Sales (Leads)?

No description provided
Guest over 1 year ago in  1

add a colored tag on sms so that I know there is a new unread message

No description provided
Guest over 1 year ago in  0