Automate CRM (Elay CRM) Ideas Portal đź’ˇ

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"NOT" or "Does Not Contain" filter when building searches

Being able to build searches using a “NOT” or “does not contain” filter would make it much easier to segment people who don’t meet specific criteria.
Guest 3 days ago in  0 New

Enable Job Leads Search to Automate Lead Chasing

Being able to search for job leads should be a key feature. Then users could set up automations when a new job lead gets added to Vincere, it automates sending the job lead contact (hiring manager) emails introducing the user's agency and services...
Guest 11 days ago in  0 New

Please automatically pull in and record Elay activities with a contact or candidate as an activity in Vincere and not just a note.

We really should be able to search and filter in Vincere by last activity date and activity date that includes elay activity. Currently any interaction just gets pulled in as a comment/note which is not easily filtered by in Vincere, and it doesn'...
Guest about 2 months ago in  1 In triage

Multiple document Upload

Allowing users to upload several documents at a time.
Guest about 1 month ago in  0 New

The Template Name in the Email Steps Should be a Hyperlink

Similar to how the search name in the automation is a hyperlink to the search itself, the name of the selected email template in an email should be a hyperlink to the email template itself.
Guest about 2 months ago in  0 New

Ability to use custom fields in email and search.

Just like the other search filtration of search we will use custum fields where ever we need to expand or limit search. also sometimes we need more customization where Ability to use custom fields in email will be a lot of help.
Guest about 2 months ago in  0 In triage