Gute Ideen sollten geteilt werden

We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead.   Also do you need an idea category of "properties"? I can't find the best category for this idea. ... Mehr anzeigen

Hi,    I'm using CSM workspaces' healthscore. I would love to have conditionals for the properties I use for the score.    For example: I want to use the Churn risk property (it contains 4 different values) that's assigned only to open renewal deals. So far I can choose the property "churn risk" and it will add/substract all of the deals that have such property, meaning the renewals that are already won or lost as well.    It would be very helpfull to be able to filter the properties based on other conditions, like reports!   Thanks ... Mehr anzeigen

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks. ... Mehr anzeigen

Currently, it takes several clicks to get to view orders pipelines - CRM, contacts, dropdown, orders...    Add the Orders view to either the CRM top-level navigation like deals, or add to the Commerce top-level navigation so its just a click away from the main navigation to view Orders ... Mehr anzeigen

We love the board view of Tickets and Deals.    Would it be possible to create a board view also for Help Desk?      ... Mehr anzeigen

As of now, admins can enroll either themselves or the whole account in BETA product features. It would be beneficials if admins can choose to enroll single users only.  Very often we would like to test a feature before enrolling the whole account. Admins are not always the best choice to test such feature in the cases where those features will be used by first-line users.  ... Mehr anzeigen

We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created.    Use case scenario: We're trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below). Take it one step further, allow Admins to make it a required property if needed so people don't miss capturing important information.     ... Mehr anzeigen

This is a huge issue and there seems to be no reason for it.  It is impossible to Delete or Void an invoice after a certain point.  If an invoice is accidentally marked paid it's locked.  You can't delete it, void it or unassociate it, so it is just permanently **bleep** up.  This is unacceptable.  Nothing should ever be impossible to undo.  I have clients now that show multiple paid invoices because one was marked paid with the wrong amount.  So a new one was created with the correct amount and now they show double paid.  To not be able to correct this is absolutely laughable. ... Mehr anzeigen

The overview tab in the middle of each record is very customizable, so we should have an option to make this the default tab. As of right now, if we select the overview tab, it will revert back to the activities tab and we keep having to switch to the overview tab to get the customized view we are looking for. The cookies will save the last viewed tab on the middle column, but not for long (maybe 5-20 minutes). If we select the overview tab, it will revert back to the activities tab within 30 minutes or less. Considering this is right smack in the middle of every record and the overview tab is highly customizable, I would assume for this to be a pretty important feature to impliment.  ... Mehr anzeigen