Posts – Salesmate

Filter Activity Timeline by Activity Type so I don't have to scroll through 100 activities to find what I'm looking for
- Jgalicinski
- November 07, 2019 23:25
10 votes 6 comments
Multiple sequences
- Celine Vignal
- November 13, 2019 22:58
2 votes 4 comments
Customizable number of rings before call goes to voicemail
- Kent
- August 22, 2019 04:55
4 votes 4 comments
Custom Field Description and/or Placeholders
- Marcelo
- November 07, 2019 20:47
1 vote 3 comments
How to use Excel VBA and Salesmate API to add activities, etc..
- Dmitri Martin
- June 19, 2019 13:41
0 votes 3 comments
Import:: Please allow us to import without forcing us to also include "required" fields
- Marcelo
- November 20, 2019 20:31
0 votes 2 comments
Deal list page needs to be able to filter on associated products in a deal
- Marcelo
- November 18, 2019 18:46
0 votes 2 comments
New system field: In companies list page would be helpful to have a count for people, deals, etc
- Marcelo
- November 15, 2019 22:14
0 votes 2 comments
Activity Types: Allow for custom fields to be displayed based on specific activity types
- Marcelo
- November 15, 2019 14:47
1 vote 2 comments
Add more than one company in a Deal
- Celine Vignal
- November 14, 2019 04:41
1 vote 2 comments
Ability to use "Days Ago" as measure of time in custom reports, workflows, and page filters Answered
- Marcelo
- November 13, 2019 19:48
1 vote 2 comments
Related organisations
- Richard S
- November 12, 2019 10:44
3 votes 2 comments
Add context to workflow automation (Make automation even smarter & more powerful)
- Marcelo
- November 07, 2019 15:20
1 vote 2 comments
Attaching files to email templates/sequences
- Miranda
- October 30, 2019 17:18
5 votes 2 comments
Manually trigger workflows from Contact or Deal views.
- Tom Kaltz
- July 19, 2019 15:36
3 votes 2 comments
Custom sort the order of MY VIEWS
- Fredrik Eriksson
- June 26, 2019 17:08
1 vote 2 comments
texting - MMS
- Tomkaltz
- June 20, 2019 15:48
2 votes 2 comments
Mass Update: Multiselect fields SHOULD ask if we want to overwrite OR append field with new value
- Marcelo
- November 19, 2019 20:09
0 votes 1 comment
MAJOR FLAW with tags: When typing text into "tags" field it only matches existing tag on beginning of text
- Marcelo
- November 19, 2019 16:36
0 votes 1 comment
Deal Screen: When in full view let us chose which contact and/or company fields to display in sidebar
- Marcelo
- November 15, 2019 21:25
0 votes 1 comment
Custom Field: New field type... "smart colors"
- Marcelo
- November 15, 2019 21:14
0 votes 1 comment
Custom Reports: Allow duplicate name fields from different modules to be added to same report
- Marcelo
- November 14, 2019 22:06
1 vote 1 comment
Custom Field: Add new custom field type that allows us to pick salesmate users
- Marcelo
- November 14, 2019 21:16
0 votes 1 comment
Loss Screen Popup: Allow custom field to be added to this page
- Marcelo
- November 14, 2019 14:45
0 votes 1 comment
Custom View user permission levels - ability to declare which profile permission types can use a specific custom view
- Marcelo
- November 12, 2019 14:31
2 votes 1 comment
Give us ability to lookup / filter contacts based on the owner of the Company the contact is connected to
- Marcelo
- November 12, 2019 14:28
- Edited
3 votes 1 comment
Give us ability to declare sort order of custom views
- Marcelo
- November 12, 2019 14:16
1 vote 1 comment
Data Protection Answered
- Richard S
- November 12, 2019 10:46
2 votes 1 comment
Show "Overdue" as a section in a Deal's activities tab (currently lumps overdue into "upcoming")
- Marcelo
- November 11, 2019 19:58
1 vote 1 comment
Crucial Reporting Need: Email Activity should break down inbound vs outbound AND deal related vs non-deal related
- Marcelo
- November 11, 2019 14:40
1 vote 1 comment