Task templates and opportunity templates are both available, but not project templates. For our use case, we are often creating Projects with the same set of Roles, give or take, and having the...
Currently, the limited number of characters for the rejection description is set to only 200 characters, but if it can be extended to at least 500, it would allow our team to provide more detailed...
Enable an easier way to have multiple counter-signers for agreements, eg. Instance per task, Workflow agreement. Now it only works through Opportunities where we create a custom user field and map as...
Current options:
Move
Finish onboarding
Disqualify
Send reminder notification
Add to list
I would also like to see:
Create group
Send email (customized, not just automated)
I'd like to have a view of my pending tasks or be able to bookmark a custom status query.
Right now I have to manually do it every time I open the page, select: Status: Pending + whatever I want.
A way of adding more than one email address to a partner profile, and selecting which one(s) will be used when sending agreements, workflow notifications, etc.
please can we include the freelancer email address in the new export function. originally the email addresses were showin under the "Freelancer" heading but this has now changed to the freelancer...