seperate active vs closed projects under contacts
M
Mark Samborski
When looking at a contact card in daylite, all the projects associated with the contact are listed, but there is no idication at the contact level as to which ones are still active and which ones are closed or abandoned. It would be useful at the contact level to have them either colour coded or seperate headings. Similarly, when using IOSxpert in Missive and attempting to attach to a project, all projects show up in the list and it can be difficult when a contact has many projects associated with it.
John Smale
This would also be useful in the Daylite Mail Assistant (acknowledge that this is up to MarketCircle)
Alf Ruppert
within our Plus Package for Daylite we have a "hidden" Feature that puts emojis in front of a Project or opportunity Name to symbolize ift its open/closed won/los. If you are a Plus Package user and interested to use it, please contact me or book an appointment: https://iosxpert.biz/en/contact/schedule/
Peter Pestel
Alf Ruppert Can you provide me instructions how to activate this hidden feature? Or do I need to book an appointment?
Alf Ruppert
Peter Pestel please book a appointment we have to set it up for you
R
Russell Curry
agreed!
Ron Gersh
Great idea