クリエイティブな才能を開花させよう

I was trying to set up a ticket to denote interest in a product or service that doesn't have a deal amount to assign just yet. More of a consultation. I would like to have an "Owner" of that consultation. Ideally, when a meeting link is set to round-robin to various staff members, It would be great to have the "meeting owner" as a field to use in a workflow. I would like to set up a ticket for our staff when a meeting is set up with them. Then we can track the interest in that meeting consult and set additional tasks for that ticket owner.    general outline. Meeting Request Link - Round Robin to Staff Member - Set up a ticket when a meeting is set up - ticket owner set to the meeting owner - Meeting owner closes out a request at end of the meeting.      ...その他を表示

After I create a new view in the contact or company index pages, I'd love to be able to share it with my team. If I share the link to the view straight from my browser, it doesn't work for them because they don't have it turned on.    I usually share the link to the list of "All Views" and ask them to click the name of the view, which is clunky.   I'd like this to appear in the actions menu for the view, or in the manage sharing modal.   ...その他を表示

Part of the KCS - to build quick and re-usable content for a global internal customer support team it would be great to be able to return 'draft' KB articles in the internal search.    We want to allow our global team to put in draft articles....at some point right from the ticket...so we can share captured knowledge and as a global team build on the knowledge as things escalate, as we work on a solution, and once a solution is found then make public either internal only or to our help center to help self help and ticket defection. Thanks ...その他を表示

Right now we cannot use snippets directly in the placeholder section when enrolling a contact in a sequence. Currently, we have to find the email with the placeholder within the sequence, delete the placeholder, and then insert the right snippet for each instance of that placeholder.  Having this functionality would save a lot of time and allow for very quick updates to our sequences with valuable information and links.    ...その他を表示

Adding this in so you can consider...part of getting KCS certified. It would be great if we could link tickets to KB articles and be able to see the links in a tab on the articles. This is so we can see groupings of cusotmers having the same process or product issue.    We want to follow the KCS model, high level ever engagement with a team member or customer is the opportunity to pass knowledge. If you have a product defect and the customer submits a ticket, you can start a new KB draft on the ticket, frame it out quickly, and now the internal team can search and view the draft KB as a working article until curated and formalized. Say the issue is a defect, you can then link all customer requests to the KB article for tracking, once the issue is fixed - hoping for some integration with dev tracking to link defect IDs to tickets - once fixed then it is easy to update the KB, communicate to all the linked ticket owners and customers, etc.    Anyway, I have not tested if the internal search will bring draft articles to the team with a draft status, that is going to be my next idea to post - Please review the KCS and help elevate the use case for the KB to ticket to defect to help center use case - glad to help and talk with anyone on the KCS if you want.  ...その他を表示

I'm very grateful to join in this  community today  Thank you  By  Gkuany ...その他を表示

When a contact is merged, and a form submission gets added because of that merge, it would be great to have the system identify if that form submission came from a merge so that the contact doesn't receive automated emails that the form(s) is linked to.  ...その他を表示

buenas tardes, solicito informacion sobre como crear una plantilla via correo para los clientes. ...その他を表示

  Why are you adding an Edit button to set up a task instead keeping the date option? Frustrating. When I make a call and finish, I add notes and then check the box to create a follow up task and now I have to click an 'Edit' link instead of a date that pops up different date options. Keep it like it was man. The Edit link is just an unnecessary step! ...その他を表示