Clay McFerrin
Heritage Christian University
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Recent activity by Clay McFerrin Sort by recent activity-
Add Lead Source Comments When Adding a Lead
CompletedWould it be possible to enable the Lead Source Comments box when adding a new lead, instead of having to create the lead, then go to the Admissions tab and adding a comment after the fact? This wou...
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To Do View Options
Would it be possible to add an export option on the Home > To Do page, which would allow the complete list of To Do's (not just the 50 on a page) to be exported. We have this capability for Schedul...
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Export Parameters
Would it be possible to include the location and/or conditions of an export within the results of the report itself? This would enable us to easily re-create reports that have been run at different...
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Phone Number Customization
Two ideas here: 1. Could there be a way to standardize the entry of extensions in contacts' phone numbers? We have a number of profiles where the "Work" # is listed as "800-123-4567, ext. 321" or "...