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Kasia_Roth
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Member since ‎Mar 12, 2020
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Kasia Roth

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claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
188 upvotes
46 Replies
Kasia_Roth
Member
May 10, 2021
Same request as above, we need to be able to add the Product on the Company level
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
Kasia_Roth
Member
April 08, 2021
Great news, thanks! -- Kind Regards, Kasia Roth Customer Experience and Partnerships Director Mobile: +33 7 78 10 34 71 *Book a meeting with me her...read more
Parto on December 22, 2016
Zendesk tickets on company view
Hi, It's really easy to integrate with Zendesk, however when a new ticket is created its only showing up under the specific contact and not company view. If a sales person wants to see if anything has happend before entering a meeting wi read more
Reply Idea Integrations
35 upvotes
18 Replies
Kasia_Roth
Member
September 24, 2020
I agree this would be a very useful functionality.
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
Kasia_Roth
Member
April 08, 2021
Great news, thanks! -- Kind Regards, Kasia Roth Customer Experience and Partnerships Director Mobile: +33 7 78 10 34 71 *Book a meeting with me her...read more
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