Feature Requests

Portal Sub Page Limit

• Chris McConville - 2521
• November 15, 2013 18:50

0 votes 0 comments

Add Autoresponder Trigger for New Note for a Lead

• Jmacias
• November 15, 2013 00:46

0 votes 0 comments

Removal of Edit button in Customer Portal

• Angelica Lara
• November 13, 2013 19:08

0 votes 1 comment

Manually Archive Customers

• harryj
• November 12, 2013 19:01

3 votes 2 comments

applying payments on multiple invoices

• DisputeSuite Processing
• November 12, 2013 02:11

1 vote 0 comments

Remove the letters due in icon from customer portal

• Chad
• November 06, 2013 21:23

1 vote 0 comments

Distinquishing mark between Personal and Business credit records and portals

• Dubose
• November 06, 2013 14:49

1 vote 1 comment

File Notation of Quick Send Emails

• Joe
• November 05, 2013 18:35

1 vote 0 comments

Display Most Recent Notes in GRID

• Nikitas Tsoukalis - 3857
• November 04, 2013 20:12

0 votes 0 comments

Import Data from Prospect Screen to Docusign Contract

• Nikitas Tsoukalis - 3857
• November 04, 2013 20:07

1 vote 0 comments

Cancel/Stop System Generated Quick Emails

• Erin Fennell
• November 04, 2013 19:15

1 vote 0 comments

Portal contract switch

• Bhoover
• October 29, 2013 03:41

0 votes 0 comments

Affiliate notes with option to set up a task with it

• Chad
• October 29, 2013 03:16

2 votes 0 comments

Color coding special clients in the customer grid

• Nina
• October 29, 2013 03:14

0 votes 0 comments

Printing Notes from Clients Page

• Thomashofacker
• October 25, 2013 15:17

0 votes 0 comments

Customer record credit card tab

• Dubose
• October 25, 2013 03:06

0 votes 0 comments

Furnisher Addresses alphabetized

• Nina
• October 24, 2013 03:02

0 votes 0 comments

Print or Export Task List to Excel

• Kim
• October 23, 2013 17:58

0 votes 0 comments

Complete Zip Code 9 digits

• miles magyar
• October 09, 2013 17:37

0 votes 0 comments

Mark read notes as "Unread"

• Laura A. Derryberry
• October 05, 2013 07:24

0 votes 0 comments

email drip campaign

• Shaunna Shurtliff - 4067
• September 28, 2013 03:33

6 votes 1 comment

Uncompleted tasks Frozen

• Permanently deleted user
• September 27, 2013 11:42

0 votes 0 comments

Notes and task button function

• Shawn
• September 25, 2013 09:28

0 votes 0 comments

Proper Email Address Required for Submission

• Yasha
• September 24, 2013 17:31

0 votes 0 comments

Schedule an invoice to recur on a certain date, or at an interval.

• Julia Gallegos
• September 22, 2013 22:33

1 vote 0 comments

Portal Page Editing

• Support
• September 19, 2013 18:24

1 vote 1 comment

Ability to add own phone number for each user shown in the portal

• Mark - 4094
• September 09, 2013 23:42

0 votes 0 comments

Adding Phone & Fax Numbers to Billing Template

• Jill Wilson
• September 09, 2013 16:36

1 vote 0 comments

Outlook/Email client add on link on customer record page

• Jasonj
• August 30, 2013 01:45

2 votes 0 comments

Default Payment Message Status

• Brian
• August 20, 2013 14:50

4 votes 1 comment