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It would be great to have the capability to populate form and/or survey responses into a pdf, doc and/or email for respondents' use, say like if you wanted to have a patient be able to print a health history form and bring it in for an appointment. Thank you! ... Mostrar más

We use Views to get visibility into tickets for different teams, service delivery requests, etc.      Currently, we need to click into each View to see the number of tickets in the View.    We would like to see the count of tickets in each view on the tab itself to make it easier to understand the distribution of tickets.  ... Mostrar más

Desired Outcome:   1. Have the global search bar also query for any content within the emails contained within a ticket and return "best match" results   Current Problem Statements:   1. While global search can query for subject lines (ticket names), when using the global search bar and copying text from the body or content of emails within a ticket, nothing returns accurately to find that specific ticket   2. Our team has a hard time finding the tickets when specific things were referenced with a merchant, especially when either a) there are many outstanding or recent tickets with a Company and/or b) the ticket we're trying to search for/identify have already been closed   3. It is cumbersome and often ineffective to search by all tickets tied to a particular Company or Contact to read multiple emails to find the specific example of text we're alluding to   Illustrative Example:   1. When you search in Gmail, it will return any matching text from the content of emails themselves or in the subject lines)   a. You can also use boolean search to more narrowly target -- this would be helpful, too! ... Mostrar más

When generating quotes, knowing who the shipping contact and the billing contact on each order is critical informaiton. Is there a way we can pull the associative tag on the contacts over into the actual quote? This would greatly help the Sales and Operations Teams. ... Mostrar más

Currently you can only view replies to our team email address (marketing@) in the Conversations area...which is only accessible to marketing team members. Would love for email replies to marketing to be able to be logged directly in a contact's record, so the sales team can view replies we've received from marketing outreach for prospects that they've been working. ... Mostrar más

Right now I would like to add a targeting function "AND" for the popup form. Use case - I want to target my help site (so the website starts with help.domain.com) and then I want to further target to a product. AND URL Contains Product name Right now or is the only function we can use ... Mostrar más

Requiero de algún modo automatizar el saber cuantos de los tickets que recibo día a día se respondieron en un primero contacto. ... Mostrar más

We have a problem of getting demo requests on forms from contacts that reside outside of our service area. In addition, we regularly receive spam submissions that reCAPTCHA doesn't prevent.   Requiring that a form will only accept a submission if the Phone property has a specific country code would be very helpful. This would reduce the number of requests from Contacts who simply aren't a fit for our product, as well as from nefarious actors - humans, not bots - who have been flooding our forms for the past year. ... Mostrar más

Hello, I am Sriram, I've done my MMS & BMS specialized in Operations & Marketing respectively. Having 8+ years of experience in Operations & Marketing. Initially, I thought of becoming an expert in MarkOps but RevOps excited me as it cover Sales, Marketing & Customer Success Operations and this is where my expertise are along with some data analytical tools. Should i proceed and learn with RevOps ? ... Mostrar más