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Labels for Bulk Emails

Ideally it would appear in the Bulk Email creation popup, just a simple button to Add a Label, then it would be available in the Labels category of Advanced Search. It would function exactly as a Contact Label, but apply to the email instead of th...
Guest 22 days ago in Emails / Labels 1

Custom contact properties/fields

Ability to create custom fields/properties for contacts Ability to filter in searches on the custom properties
Brokerkit Product Management 6 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Ability to CC/BCC secondary email address(es) in emails (direct, bulk/blast, campaigns

Ability to add one or more email addresses into cc or bcc on campaign email steps
Bruce Campbell 10 months ago in Campaigns 3

Report of recruiting leads by source

Report where you can see over a timeframe the leads by their source and what their status is to track the ROI on lead sources
Brokerkit Product Management about 1 month ago in Dashboards & Reports 0

Drilldown to contacts in Recruiting Activity Report

The director holding his/her team of recruiters accountable to the work denoted on the activity report. The director could easily see who they called, and the notes taken by easily getting access to the list of prospects via this hyperlink.
John MacGilvary about 1 month ago in Dashboards & Reports 1

Add to Activity Report # Offers Sent

We use this measurement to see how engaged they are with their recruiting leads. It's a clear indicator of the seriousness of their engagement with a prospect and gives better clarity to the pipeline numbers.
John MacGilvary about 1 month ago in Dashboards & Reports 1

Save CC and BCC in email templates

Templates are regularly copied to others
Terry Young 4 months ago in Notes 1

Embed code for landing page form

Capability to get the embed code for the form to put into an HTML page vs. having to embed the whole page in a frame
Brokerkit Product Management about 2 months ago in Landing Pages 0

Filter on team leaders or brokers in Relitix data

Members of teams are great to recruit, but not the team leaders and same for brokers
Brokerkit Product Management 2 months ago in Relitix Integration 0

Set labels as public or private

When a staff member makes a label for their own personal organization it shows for everyone admin and staff members when we really don't need it.
Jadwin Williams 2 months ago in Labels 1