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csaettel
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Member since ‎Feb 18, 2021
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Cat Saettel

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BradCarter on July 24, 2019
organise/arrange contacts on company record
I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevan read more
Reply Idea Contacts & Companies
285 upvotes
110 Replies
csaettel
Member
March 04, 2022
Great suggestion on the Pinned Note w key contacts! Thank you.
csaettel on October 29, 2021
Add Amount to Service Tickets
While we can associate a Ticket to more than one deal e.g Sales Deals and Service Deals, it would simplify things if you ADD an Amount$ field to Tickets.
Reply Idea Tickets
0 upvote
0 Reply
BradCarter on July 24, 2019
organise/arrange contacts on company record
I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevan read more
Reply Idea Contacts & Companies
285 upvotes
110 Replies
csaettel
Member
March 04, 2022
Great suggestion on the Pinned Note w key contacts! Thank you.
spogue on February 03, 2021
Sort Contacts on a Company Record
Its really frustrating to consistently click "View more in filtered view" on a Comapny record to find the main point of contact. Maybe you can float the "Champion" or "Decision Maker" to the top of the list or sort the Contacts by most engaged or em read more
Reply Idea Contacts & Companies
11 upvotes
8 Replies
csaettel
Member
February 19, 2021
I agree, we also would like to be able to view all contacts from within the COMPANY, thanks
csaettel on February 18, 2021
View More Contacts in Company
I have a suggestion Under COMPANIES – add “View More” to list more than 5 contacts. Instead of “View all in filtered view” and having to jump to the contacts view. My team wants to stay on the company page! Do you agree?
Reply Discussion Professional
0 upvote
1 Reply
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