Las grandes mentes piensan igual

Would like the option to associate the "Documents" that are uplaoded and tracked in the Sales>Documents section to companies, contacts and other ojects.   Right now if you want to associate your document with a company you have to download it from the document section, upload it as a file and attach to a company or contact record that way. You lose all view info and it doesn't link back through to the documents portal.   Add a "Documents" card to the sidebar of company, contact and other objects then. In the same way that "attachments" to get visibility from a company record of the associated documents with this company. See views and any other info you would in the Documents portal. ... Mostrar más

We would benefit greatly from the ability to break down company records into departments.  Especially in the case of government contacts ie: Tourism vs. Finance Having to add a custom Department property to a contact record is a clunky workaround in my opinion. ... Mostrar más

Hi team, Creating this thread on a behalf of an user.   With the new product roll out, when an user tries to delete a contact record, now by default it prompts "permanent delete" when before the default option was always "Restorable delete".   That means, when deleting a record, users need to click on the other option.  This could cause some confusion or human mistake and users forget to make this changes.   Is there any chance to roll this back to always have "Restorable delete" ?    ... Mostrar más

Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed? ... Mostrar más

Why can't we add an option in a property list field called "Other" that allows you to input manual info?   For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage trends of our customers.   Ex. we are in the hospitliaty space, so we want to know which software/hardware systems our clients use.    There are a number of industry leaders/high-volume use cases that make up the dropdown select fields, and are worth building into the custom property. BUT there are many instances where we enounter a one-off product. Problem is, we can build an option titled "Other" into this list, but not add any decsription info on WHAT the actual "Other" product is.    I understand for marketing forms this can be done, but it can't be done by our reps/CS teams when logging internal data.   For now, our workaround is this:  In Company Info we add a field select "Other (Enter Manual On Below Field)", and then have to create a separate field called "Other" with single-line text for the rep to write in the information.   This is obviously terrible for reporting, and hope we can have a fix! ... Mostrar más

It already exist general filters (owner, creation date, last activity date...) in the top bar of companies filter but we need to add a dedicated filter based on our personalized properties. Example in each company information profile we have a personalized property.    We always search a company based on this property so we will win a lot of time if this property was available in the filters by default instead of going into Advanced filters > Add a filter > searching > input the reference > validate the filter. ... Mostrar más

Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value   Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. If that contact later submits another query I don't want to lose the previous info from my records. I want to see the new information appended to that field.  (Can't keep creating new properties and using smart properties).    Overwrite Option  Standard as happens curently with most fields, if a contact enters a new phone number it overrides the previous data to keep it updated with the latest information.   Update if Blank option - Lead Source When a lead comes in, I assign the Lead Source to it, but I only want that updated if there is no previous Lead Source assigned to it. I don't want subsequent forms to overwrite the value. Smart Field(s) works only partially because if I use the API to submit forms, smart fields do not stop it from being overwritten.   Thanks  ... Mostrar más

Hi team, Commenting for a customer here. Currently, when deals are associated with a contact, the "order" of which the deals are arranged seem to be random. This is confirmed with the community thread here. I feel that we should allow customers to have default ordering of associations, be it by create date or close date. Even if such an option is not available, it shouldn't  be random. I tried within my own portal, close date/ create date/ alphabetical etc, but they don't seem to follow any real pattern. Thanks! ... Mostrar más

It would be great if we could have a custom field type that was for "time."    This property would let me select the time for an appointment as well as the time zone.   It would help when trying to create workflows to trigger based off appointment times, not just the dates.    For example, 2 hours after the scheduled appointment, tell sales to do ____, remind marketing to ____.    Just having the day of the appointment is too broad. ... Mostrar más