Improved search across platform - global search (search bar) should include more fields
Company search is the most useful, but sometimes something is both in labels, source, and in the actual notes of the contact, and I don't want to have to remember to select everything.
Have the appointment show under the person who set the appointment if re-assigned in the Appointments Set column of the Activity Report There would need to be separate fields for the appointment setter and appointment holder with the credit for th...
Allow non-null team member contact information to be updated via API
If we can simply make an update call via the API to the normal fields of our team members and have it override any existing field entries we should be good.
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.
Receive an email notification when there is an inbound call to your Brokerkit number and potentially a voicemail is left Add a notification also with the notification center bell in the user interface This will save the user from having to set up ...
