Les grands esprits se rencontrent

Currently, across ticket and deal pipelines, you are able to enforce a required property to be assigned a value before the ticket/deal is able to be moved into a status/stage. However, it would be great if we could set a required specified value instead of just any value to be accepted. For example, "Number of associated deals" must be greater than or equal to 1 in order for the ticket to be moved to "Closed" status. ... Afficher plus

Be able to select certain quarters not just this and last quarter   Q1 2024   Q2 2024   Q3 2024    ETC. ... Afficher plus

For Deals records, it's often unnecessary to have an HH:MM timestamp in default properties like Close Date. It would make cleaner reading if there was a toggle-able option to turn on or off the HH:MM timestamp. ... Afficher plus

The new Guide Creator tool is really really cool! However, we have some clients that don't like clicking links. So I wanted to convert it to a PDF, but it doesn't seem to work. I tried using the Adobe extention to convert to PDF, and I tried to print it to PDF.  An export option would be very handy. ... Afficher plus

Currently when someone reschedules a meeting it moves the meeting to the new date & updates the outcome as rescheduled.    It'd be great that if when a meeting is rescheduled it logs a meeting at the originally scheduled time & updates that outcome as rescheduled then recreates the new meeting as scheduled.    This way we can track how many times a meeting has been rescheduled and track the timeline of it.    Also helps with stats for tracking meeting outcomes for reps etc.  ... Afficher plus

It'd be great to upload a bunch of tasks and add them to a "hold queue" and when a user gets low on tasks, it automatically pulls from the "hold queue" and assigns them another 25 or 50. For companies that are using call tasks for activities, this would be a game-changer. ... Afficher plus

I'd like to be able to select how often a contact is re-enrolled in a workflow.   For example, we have a workflow that assigns a task to a sales rep if their contact navigates to a website page that shows purchase intent. This task allows the sales rep to review the contact's activity and potentially reach out with timely, relevant info, while the contact is 'in-market'.   In some cases, the contact will look at the website page several times in one day, creating multiple tasks. This creates a lot of duplicate tasks.    If I could have a contact reenroll in a workflow once per day or once per week, that would be ideal to cut down on these duplicate tasks.  ... Afficher plus

We would like the ability to edit the top left section of a contact.   am wanting to remove job title.  We have a custom property for Job responsibility where we want them to choose from a preset list and not a free form text and we are having issues with them using it because they are defaulting to this field.  I would like to just see name up here and not JOb title   the ability to edit the top left section ... Afficher plus

The ability to add forms to collect customer info in chats, like email, name, phone, etc.   For now, it is only can be done throguh asking questions which is text based and the customer some times do not read the question very well and answer with invalid data specially for names.   We need to have a way to ask these questions with a Form inside the chat.   Like this >>   ... Afficher plus