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Please fix "expand all" function to do what it says or rename the function from "expand all" to "expand everything but comments". It confuses my team and probably most other users.  Though it would be best to view the comments in expand all mode. Thanks 😃 ... Afficher plus

When someone comments on our blog, we see in their activity that they commented, yet we don't see the actual comment. In other words, we see their contact info, but not the comment. I would like our sales reps to see that info. We have comment sections in other forms and those comments come through, but not the blog comments. Solution ideas: 1) Can the blog comment form act like the other forms and show up in a contact's activity? 2) Under contact activity "filter by" panel, can there be a check box for allowing blog comments to show in their activity?     ... Afficher plus

Hi all,  When creating a ticket, you can associate it with a Company or a Contact (see attached #1).    It would be awesome if you could also associate it to a Deal.  This would be of great value to my company because of today, we have to manually associate a Deal to a Ticket every time a new Ticket is created. Which is often. This means that once the ticket is created, having to click on the Ticket card and needing to complete a whole extra step to do this (see attached #2 #3).   Having a Dropdown instead of having to search would also be very helpful (see attached #3).  Thank you!   Right hand tab view once clicked on a Ticket card on the Kanban view Once clicked on "+ Add (Deal)" ... Afficher plus

Hello,   Yesterday I innocently uploaded a list of about 300 existing contacts with some updated data for some of their contact properties. This triggered a workflow and all 300 contacts received an email they shouldn't have received. Obviously, this was not my intention, I was simply trying to update some contacts.   It's hard to remember every single one of our workflows and the triggers for each one, especially when we have a fair few people internally within our business creating them all the time.   Just before I finished my upload it would've been nice if I got some sort of notification to let me know if this would trigger any workflows. This would've saved me a lot of bother as I could've cancelled the upload and changed it so it didn't trigger the workflow.   Thanks! ... Afficher plus

Our customers are schools, who then communicate through our platform to their families. Sometimes teachers or families of the school will reach out to us with questions, but we do not want to include them in our marketing campaigns, and we then have a lot of contacts to sift through who we never added as contacts. It has become unmanageable, so we are switching to another help desk offering, so that we don't have to constantly delete contacts.   If there were a way to stop the auto-creation of contacts when they email us through a certain email address that would be amazing! ... Afficher plus

We'd like to be able to include a link to some other training material in the category description on the knowledge base. The idea being that when someone clicks into the category, there is a link at the top. We tried adding an HTML link in the category description, which works fine in the category view, but unfortunately, the links also get rendered when viewing the list of categories, causing the layout to break since they are also inside a link. (see attached screen shot - the bottom right category has no link, and renders correctly, the others have links and break into three pieces)   It would be a good (and hopefully simple) fix to have the content on the category tiles rendered with HTML tags stripped, that way we could include HTML in the description without it affecting the display of the tiles in the overview layout. Even better would be to have a rich text editor in the category description so that it didn't require adding HTML manually.   ... Afficher plus

It would be helpful to sort the associated deals that appear on the right hand side in a Company page by Close Date instead of Create date (or really be able to sort on any date field). ... Afficher plus

Hello! I have created a workflow that sends a phone notification to me anytime someone live chats our website. An issue I am having is having the body text of what they chat be included in the notifcation to my phone! This would be great for helping me know what is super urgent to respond to! Thanks.  ... Afficher plus

On a contact's profile under the call tab you used to be able to look at call history and see the number that someone called along with the date/time and call notes. Now the number isn't there and it makes it hard to find out what the best line is for someone.    This is something you guys got rid of and I'm not sure why, if you could bring it back it'd be greatly appreciated! Thanks. ... Afficher plus