クリエイティブな才能を開花させよう

When using Task Queues the object record displayed, i.e. Contact, Company, Ticket, Deal, was the object that the task was created from.   Now if a Company record is associated with the Task this will take precedence and the company record will be displayed.   This means that you then have to find and click on the related deal to view the task and relevant information to complete the task.   Company is probably the least relevant object to show by default when completing tasks. This should be the object that the task is relating to, or at least have a standard that it is the contact record that is shown by default. ...その他を表示

There is a real need for exporting the task list sometimes but the associated with column cannot be exported. Could you please make that column also exportable. Now it's just needles extra work to write the contact name to the task title. Why do it if the task is already associated and association is visible in the tasks listing?  ...その他を表示

Please consider adding the ability to print the task list for a project or export it to excel or CSV. ...その他を表示

ability to add a task directly to the contact (or company) from the conversations inbox.   who: service team, conversations inbox users what: quickly add tasks to follow up based on conversation value: save time, remove extra steps     I like that clicking the contact name automatically opens them in a new window, but if I need to assign a task to another team member or myself, it would be helpful to do this without leaving the inbox.   I could see this applied to contact, company, ticket or deal...depending on how people have things setup in their account.   maybe it is a single button with the choice of where to associate. ...その他を表示

Hello   It would be immensely useful to be able to assign teams to task queues instead of individual users - especially as your Sales organisation grows. Also, a central task queue overview for Super Admins where everything is visible - even if they are not a member of the queue would make management a lot easier. ...その他を表示

Please make it so we can change the default Task association feature.   Currently, no matter where a task is created (Company, Deal, Contact or Ticket Record), it automatically associates the task with all of those objects and the 5 most recent Deals or Tickets.   There should be a global setting to change this behavior.     ...その他を表示

The ability to set conditions to link or group multiple tasks together so that multi-step tasks can be accomplished within a goal, and then complete/continue onto seperate linked or grouped tasks on the next deal/page. ...その他を表示

Currently the Task view has a limited number of columns that can be added to the view. It is only from the Activity/Tasks data table, and does not Join the associated records' columns for visibility, filtering, ordering, etc.    This makes it impossible to include a "timezone" or "location" or otherwise order/group Tasks by certain shared qualities to work in a straightforward and efficient way (rather than randomly based on the columns available to order by).   While conceptually simple, I recognize there is complexity to join up to 4 data tables based on which objects the Task is associated with (Contact / Company / Deal / Ticket). But it is incredibly limiting to not have any filterability and ordering capabilities beyond the handful of property columns on the Task alone.   Related (should have existing tasks for at least 2 of these): --> Include Associated Company automatically along with Contact when creating a Task.  --> ^ same, but for Sequence Tasks --> include Timezone filterability/ordering in the Task view.   Thanks a ton! All good things, Nick Bud ...その他を表示

Sharing task queues with other users is great but it is not possible to create a task for another user and add it to a task queue from the contact record. Now you have to create the task from Sales > Tasks if you want to be able to do it. It would be much quicker if we could do this from the contact/company/deal/ticket record. ...その他を表示