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Automate CRM (Elay CRM) Ideas Portal đź’ˇ

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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 3 days ago in  0 In triage

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 4 days ago in  1 In triage