Las grandes mentes piensan igual

Hi there, its been a couple of months since Twitter announced its character count limit to 4000 characters. Any chance this is in the works? Kinda annoying having to trim social post content, which ultimately sends me to post on Twitter.  ... Mostrar más

In Spain, and it's supposed to be worldwide, there are important fields that needs to be fulfilled correctly by the Sales/Marketing people, for example DNI (Identity National Number) or NIE (Foreign Identification Number).   As these two examples are crutial when filling data to be double checked, even more when there were integrations that uses them presumes that information were correct from origin, it should be a great workaround to allow the use of regular expressions as part of the Masking Rules of these kind of fields. For example in Spain these 2 regular expressions are used often in regular Forms to check them:   var nifRegex = /^[0-9]{8}[TRWAGMYFPDXBNJZSQVHLCKE]$/i; var nieRegex = /^[XYZ][0-9]{7}[TRWAGMYFPDXBNJZSQVHLCKE]$/i;   ... Mostrar más

  Currently, it is not possible to set the lifecycle phase for new contacts created in the meeting links. However, this would save a lot of work as currently the lifecycle phase has to be assigned via workflows. This is already possible in the forms (see screenshots) Best regards ... Mostrar más

I would love to see a feature where the customer can leave a very simple and low-threshold feedback in an email communication without clicking on an extra link. Preferably in the form of buttons (e.g. smileys), which are integrated directly in the mail in the binder. This way, the customer can leave the client an overall impression of whether he was satisfied with the customer service at that point in time - preferably with three or five levels or freely configurable.    The current solution that Hubspot offers (customer loyalty surveys), of course, absolutely has a "raison d'être", but is not optimal for this particular use case. It is not about a detailed evaluation of the overall process, but rather an evaluation of whether the customer was satisfied with the initial contact / dispatching. I believe that many customers would rather go this way than click on a link and fill out a survey in this stressful and fast-paced time. 🙂 ... Mostrar más

Would be really helpful if the payment schedule was referenceable either within the CRM itself or the API. By accessing the payment schedule from a quote, it unlocks the ability to create reminders, generate invoices, and track pipelines more effectively ... Mostrar más

In lists that have filters, both static and active, it would be super helpful to be able to see which filter a contact passed through to be added to the list.    Example: A list I'm working with has a number of these kinds of filters on them, and I'm using the list as a way to see why a contact didn't get added to a Business Unit, as a safety net against the workflows and other processes in place to assign a contact to a Business Unit. It could be any number of the filters that the contact meets the criteria for.   A column that shows which filter groups the contact matched would be immensely helpful. The alternative in this case would be to have one list for each filter. Being able to see which filter(s) they passed through, and by extension how many contacts passed through each filter could have a value for a lot of use cases.   ... Mostrar más

Can this please be added into filters for deals. A rolling 90 days forward close date filter for deals. You can currently do last 90 days, but would be really helpful to have a 'next 90 days'.  ... Mostrar más

For the Tasks function, it would be helpful if the following were available which would make it easier to create and filter tasks.    Option to clone a task from the Task list and Task Edit popup - currently, no clone feature - all task info has to be re-entered for each new task Ability to assign more than one user to a task - currently, tasks only support one user assignment. For tasks that more than one person should act on or tag team, an additional task must be created. Option to add Watchers to Tasks - for tasks you assign to others, you're unable to track after creation. If there was a Watcher feature, you could be notified on the statuses of those tasks. Ability to tag tasks for easy filtering within the task list ... Mostrar más

Lorsque nous créeons une transaction directement depuis la partie Transaction et que nous associons une entreprise (en bas du formulaire), nous rencontrons des difficultés dans le choix du client (cf capture jointe). Est-il possible d'ajouter des éléments différenciant (ville ou siret) afin de pouvoir distinguer les clients les uns des autres svp et choisir le bon client? ... Mostrar más