A great place to post your ideas and vote on others so that you can let us know what is important to you.
Please take the time to register, and then share your detailed use case and how the proposed enhancements could provide value to your organisation.
We endeavour to provide an initial response to all ideas in a timely manner.
Our Experience Designers are always excited to talk to our customers about your experiences with the system. If you are keen to chat to them, you can easily book a short session with a member of the team right here.
Have the ability to create, schedule and send Lists via email.
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What is the business process you are trying to achieve?
Share data with recruiters that don't have/ are not authorized CRM users |
Thanks for providing this suggestion.
Whilst there are no current plans to add the ability to schedule the sending of lists to people outside of the CRM, we note the feedback for future consideration.
Have you considered using the recently released "Projects" functionality to allow you to collaborate with these stakeholders? More details available here: https://knowledgeportal.pageuppeople.com/article/rm-projects/
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Steve Oxley
Product Manager