Feature Requests

I would like to be able to change the date on my to-do list so I can see upcoming tasks. I would like to have time to send my customers Birthday cards and Anniversary cards, instead of them arriving to my customer's late bc I did not realize until the day of their Birthday, etc.

Have the ability to filter our workplan on the app. I.E when creating videos, it would be efficient to have the ability to filter my workplan on the app to put all of the video tasks first; like the way I can on the computer and fire out a bunch of videos.

I would like to be able to export my workplan as a Excel doc to import into excel or google docs. Currently the feature in the Gear icon in the top left is only available to print.

Please revert "My Workplan" back to previous format

The integration with DC and CR is extremely limited. One example is SMS messages not clearing task, unreplied, or activities. What is the point of having a "certified partner" such as CallRevu if the integration is almost non-existent?

Would like to see the outcome of the call and be able to filter it out from those outcomes. Like the other section headers, I would like to tap the section header and filter it from ascending to descending by "Phone Conversation/Appointment Set/Left Voicemail" etc.

At the end of a busy day, I have 15 unfinished tasks, I hope I can select all in one click and move to the next day, not click one by one and repeat the same action 15 times

It would be nice to filter through workplans similar to the mining. Being able to filted by store, current stage, deal date created, and latest attempt would be huge. Working at multiple store locations it makes mining impossible to use, so I rely on the workplan heavy... All I can do is change the sorting, but then if I scroll too far down my computer will lag out from all the tasks/customer profiles.

Please add back the arrow under sent messages tab. I like to go through my customers at the end of each day and update their respective files accordingly. With the new update, I have to click out of each file and click into the next rather than quickly moving to the next by clicking the arrow.

We should be able to manage seeing active leads only. Therefore, removing the dead deals that may not need follow-up. When creating mass tasks or otherwise, there is no way for me to edit out the dead deals, whether recent or not. I would just like to see how many active leads I need to follow up with, given other filters.