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Retention module

Showing 7 of 147

Custom contact properties/fields

Ability to create custom fields/properties for contacts Ability to filter in searches on the custom properties
Brokerkit Product Management 4 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Multiple Licenses addition to individual agents information

no more details needed
Liz Persico 10 months ago in Recruiting module / Retention module 1

Pause communications with contact

I suggest it is a programmable pause feature. Pause this agent from (date) to (date).
Bruce Campbell about 1 year ago in Recruiting module / Retention module 5

Document Management

The ability to upload, view, delete, and update documents Ability to link documents to contacts and tasks and view them there Available in recruiting and retention
Brokerkit Product Management over 2004 years ago in Documents / Retention module 2 Planned

Configure/update columns in search results views

As an admin user, I'd like to have the ability to edit the columns that appear in my search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement count (o...
Brokerkit Product Management over 2002 years ago in Contacts / Filters and Search / Recruiting module / Retention module 4

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management over 2005 years ago in Dashboards & Reports / Recruiting module / Retention module 0

Display Zip Codes in a Lead or Team member’s profile Home & Office Address field when using the auto-fill feature

As a recruiter, I want to have the zip code displayed in a Lead or Team member’s profile *Home Address* field and *Office Address* field when using the auto-fill feature.
Brokerkit Product Management over 2003 years ago in Recruiting module / Retention module 0