A couple of requests...

Re: A couple of requests...

From:

Date:

Time:

Shawn Hogan wrote:

> > - When transferring a contact to customer, the call activity log doesn't
> >transfer with it. Is that by design? It would be nice to have that at a
> >glance. If fact, could you just use the related date in the Contact file? I
> >would prefer for the contact db to be updated as well. Otherwise the old
> >contact stays in Contacts and is not current.
>
> Mmmmm... not as bad idea... I'll make it an option to transfer the call
> activity with it.

Thanks.

> > - We'd like to format our letters, and find no way to do that. Is it
> >possible to include (show) the Text Ruler when going to the letters layout?
> >Pretty simple solution.
>
> No. Well, you can format letters, but all formatting is lost as soon as
> you send it though. (It has to do with the ability to insert the
> variables). Either you can insert variables or format letters. And even
> then, formatting would be lost if you wanted to email it.

I understand that for email. But for the letter, could send us directly to the
letter layout with having buttons which don't print and allow us to format that
before we print? Or would that not work as well?

> > - Clicking on "Group of X" button finds all records in that group.
> >However, it would be convenient to show a list view of the found records for
> >quick browsing, then click on the record in that group that you wish to see.
>
> Go to My Stuff -> Preferences
>
> Set the "Group Of Button Shows List" to 'Yes'. :-)

With as much work as you've put into OG, I new I had missed something. Thanks
again for listening to 'us', your support, and a great product!

Jeff Tobler
Omni Creative Group, Int'l
jtobler@omnicreative.com

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