Feature Requests

I created a task but hit it for tomorrow due and now I cant see them until tomorrow.

Could you please give us a way to see our future tasks ?

If the system is designed to detect a landline, there should be a rule that blocks a text task from being scheduled

How to modify touchpoints for closed days or days off. Here in Colorado, we're all closed on Sundays per state law and then it will schedule touchpoints for my day off during the week as well. Is there a way in the settings that we can mark it as a day of the week to move the touchpoints around? For example, if it lands on Sunday, when we're closed, it moves it to Monday.

We REALLY NEED a column info point added that shows if we as the user set the task, or if it was system-generated for our workplan.

RE-ASSSIGN TASKS TO ANOTHER USER*I WOULD LIKE TO SPLIT A BDC REPS TASKS TO ANOTHER REP, 250 TASKS, THE TIME IT TAKES TO REASSIGN TASKS IS EXTREMELY TIME CONSUMING, IS THERE ANOTHER WAY INSTEAD OF ONE BY ONE??

when a sales rep sets an appointment with a customer, all future tasks should either freeze or not fire until the appointment/outcome from the appointment. Rather than they book an appointment and all follow up tasks continue to fire. The only tasks after booking should be a confirmation.

Task example: Call Mr. Smith today on the 2027 GMC Acadia. If this pushed to your cell you could, on many occasions, call him on the spot or save for later, but at least it would be on your phone for reference.

When a person is off, our team completes their tasks. The system should automatically clear the task if the task has been completed regardless of who completes it. Example: A sales manager calls the customer the day after the visit. The task should clear for the salesman since the sales manager has already spoken with them.

When I reassign a lead the task should follow to the new salesperson as well. Have to change individually right now.