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About FrankR789

FrankR789
FrankR789
Member
since ‎01-03-2013
‎12-23-2018
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Need New Contact Template

by FrankR789 in Managing Contacts
‎05-01-2015 01:58 PM
‎05-01-2015 01:58 PM
Please allow customization of a new contact template that will show a list of desired input fields, including custom defined fields, so that we can achieve consistancy in inputting new client data among various staff members. This template should preferably be visable all on 1 page of the data input screen. ... View more

Contacts Default View

by FrankR789 in Managing Contacts
‎05-01-2015 01:54 PM
‎05-01-2015 01:54 PM
Current default view has following columns: Name-Email-Date Added-Source This is not useful. Would prefer the following: Name-Email-Phone # This will allow generating a phone call list without having to export the list into Excel. ... View more

Add Data Field Template

by FrankR789 in Managing Contacts
‎01-12-2014 04:20 PM
‎01-12-2014 04:20 PM
Please add a permanent "data field template" so everybody in my company will manually enter the same data for each new client. Your old system had this...but you missed it on the new rollout. This is a MUST HAVE feature !!! We DO NOT populate CC via web forms ONLY..and the majority of our data input is manual. And we DO NOT want to create a data field Excel spreadsheet (per CC suggestion) and then import it. That is too much work! Thanks! ... View more
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