Early-Launch
This area is for YOU to determine where ClientLunchbox is going. Want a new feature? Got a cool idea?
What do YOU want?
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50 votes
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Mass Edit Contacts
I would like to be able to pull up a screen where I can edit many contacts at one time. This would be useful when importing from another application or if you usually email contacts and want to come back on a schedule to add more info.
21 votesWhen you say “Edit many contacts at one time” – what is it that you want to edit? The notes? the full contact details?
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photos
add photos to contacts
21 votes -
14 votes
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Add a customized to-do sequence to apply to different groups. Each group has custom to-do sequence.
For example, I have different to do's for buyer prospects and seller prospects. What I would like to see is the ability to customize a to-do sequence for each specific group so that when I add a buyer to buyer prospect group, I will be notified of buyer to do's and not seller related to do's.
11 votes -
add contact using the jott feature with iphone
add contacts using jott on iphone
8 votes -
Add "Birthday" field for clients under contacts
It would be really great if CL could remind you a week in advance of that date every year. Just a thought, people love it when you remember their birthday.
7 votes -
Home Button, please
When we go to any screen we should be able to click a "Home" button to go back to the beginning. As it is, it appears as though we need to hit the BackSpace button a number of times.
4 votes -
3 votes
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Reminder Email
It'd be much easier to read and find our clients when using the reminder emails if they were listed in a vertical format, instead of in a paragraph format. So it'd be like:
1. Mr. and Mrs. Smith, 123 Main
2. Charlie Snow, 483 Lake View Dr
3. Bill and Sharon Johnson, 49281 NW Av
4. John and Julie Johnson, 5928 Meadow Dr
instead of:
1. Mr. and Mrs. Smith, 123 Main, 2. Charlie Snow, 483 Lake View Dr, 3. Bill and Sharon Johnson, 49281 NW Av, 4. John and Julie Johnson, 5928 Meadow Dr
See how much easier the… more3 votesIt does list it vertically in most cases. Can you tell me what your email/account is so I can research this?
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3 votes
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3 votes
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2 votes
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Is it possible to add a calendar
A week view, or a month view, would be helpful at a glance.
2 votes -
Add new contacts to "to do" list
Not all contacts have the same follow up needs. I would like all new contacts to be added to "to do" list so system bugs me until I do something with them. Then I can transfer them into the follow system.
2 votes -
oops! sorry, Im pushing every new button I see.
did my suggestion go thru? buttons for fax #'s and Cell #'s I get all those
1 vote -
Add clients through web form ie. wufoo forms
I would love to be able to add contracts from landing pages and set of a sequence in CLB and also add to my email campaign.
I could also host my own form online. So when I meet people out or receive a call I can add there info into the form and then sequence begins on CLB and my email campaigns....no more double entry
1 vote -
1 vote
Thanks for this tip :-) Will try and scan the app to find the spelling errors
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Export Reminder List anytime
Would like to be able to initiate email export/ or printing of reminder list at any time...
1 vote