• 2
    Custom Field add a "Duplicate-copy" option.
    9 months agoopen0
    Custom Field should add a "Duplicate-copy" option. For example, long lists are difficult (list of states)
  • 15
    Attach multiple companies to CRM contact
    9 months agoopen6
    Ability to attach multiple Companies to a CRM Client. Ex: Accountant or Lawyer can attach multiple Business Entities (Companies) to a single Client contact. Tax Return client with many companies or legal services to a client with many companies.
  • 13
    Pay to access a file
    9 months agoopen0
    Create a "Document Delivery FLOW" where a client needs to pay an invoice before accessing a document. (Ex: You create a digital work of art and client needs to pay before downloading/accessing the file)