Start date from source not populating for all WBS

If there is a start date in the source data from the data warehouse it is not populating the start date fields for every WBS in the project.  It is also not populating the Project level start date. I will send screen shots directly to Alan.

Name Search

A name search (Company and Individual) would be great and would save a ton of time. As it currently stands, all of the data must be input for an event or individual before the app prompts that a duplication has been made.

add ability to tag who knows a contact

quicker access

request access to info by clicking relevant text instead of buttons, ie, links are quicker than buttons

add way to track $$ and time spent on BD to contacts and firms

Would like module for organizing conferences

Need a good way to source and set up meetings ahead of conferences and track progress/results.

add ability to assign marketing/BD tasks to specific employees

request ability to search project graph by other than project name, ie clients, carriers, contacts

is there an ability to scrape linkedin or company websites for latest contacts

Additional Project Info

Add: Claim#, Policy #, Carriers and % of exposure, Date of Loss, Estimated Loss ($), Stratus Budget, Type of loss/peril, special billing requirements, Stratus Employees working on project.

!Need conflict check functionality!

Need to check for actual and business conflicts especially when working for Insureds/Public Adjusters.

is there a way to forward calendar invites to start an event

is there a way to forward calendar invites to start an event

request for relationship diagrams

request for function to visually map, contacts, firms, projects. Adjusters often have set project teams and being able to see those patterns would be very useful.

Add history function

Would like to keep track of companies that clients move through, also would like to be able to tag other contacts to a client to link relationships

Group Email Compiler

For tagging entire staff numbers from a particular firm - for mailouts or emails

Forced Reminder

As a safeguard just in case the original reminder is delayed or missed completely.

Sort columns

can’t sort the data by date. it all looks like it’s alphabetical only.

add members

can’t add members unless they are associated with Omni. for example, i tried adding Steve Lumpp to a project activity, and his name does not appear. so i assume only those in the Omni System show up?

Add Project/Activity from FIrm

Could we add a project, and/or activity while viewing the firm? SImilar to how the Associated Contact has a “new” button

Owner Filter

would be nice if there was a “owner” or “main contact” for clients, contact, and projects. that way we could filter by that, and see who “owns” a task.