Settings and activity
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10 votes
Seer Snively
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217 votesSeer Snively
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25 votes
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4 votesSeer Snively
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3 votesSeer Snively
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29 votes
An error occurred while saving the comment Seer Snively
commented
As part of this, I would LOVE to be able to 'screen pop' a phone number search to the site. For example:
A user receives a call via a softphone. The softphone has the ability to launch a URL with the phone number, so it could open a new tab to https://copmany.foundant.com/search=?%phonenumber% so it will launch a page searching for the phone number you just picked up. If that number is found, it would load the profile page so you could take or read notes.
Seer Snively
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41 votesSeer Snively
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59 votesSeer Snively
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13 votes
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I would like to filter for multiple values using IS.
In fact, this should be 'allow multiple filters on all VARCHAR fields', so we can filter several AND or OR things within the same field.
Examples of filters I wish to have:
Profile Name IS "Bob" AND Contains "Ste" would be amazing.
City IS "New York" and IS "Long Island" and NOT "Darby"
Fund ID: Contains '9' or contains 'X' but NOT "1099"Seer Snively
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13 votesSeer Snively
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Only tasks created by other people will import into Outlook, and then only as "all day" events. Please find a way to allow us to have task reminders for ourselves, as well as the ability to set a time of day and duration for tasks.