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ASolares
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Member since ‎Dec 21, 2021
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  • Upvotes Given
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  • Upvotes Received
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Aubria Solares

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SLabin on May 01, 2023
Tags for deals
Hi You have a new option of Tags on deals, its great and something we have been waiting for a while. We are using it, but there is a limit of 10 tags only for the whole system. Are you planning to increase it soon? That would be awesome, a read more
Reply Idea Deals
73 upvotes
29 Replies
ASolares
Participant
August 23, 2023
Upvoting this! Having more tags is a huge must for organizing our many Ticket pipelines. The tag feature is very helpful for our team but we need to ...read more
Solved
ASolares on August 11, 2023
Save Note but Do Not Complete Task
When logging a note in a Deal that has a task associated, the only option provided to save the note is "Save Note and Complete Task". Most of the time I do not want to complete the task because the note I am leaving is actually to follow up with the read more
Reply Discussion CRM Deals Sales
1 upvote
5 Replies
ASolares on August 10, 2023
SMS BETA
Does the SMS Beta support sending images? Or plan on supporting images in the future?
Reply Discussion SMS
1 upvote
4 Replies
ASolares
Participant
August 11, 2023
Thank you, @MiaSrebrnjak and @danmoyle . We are really excited about this new SMS tool.
ASolares on August 10, 2023
SMS BETA
Does the SMS Beta support sending images? Or plan on supporting images in the future?
Reply Discussion SMS
1 upvote
4 Replies
ASolares
Participant
August 11, 2023
Thank you, @MiaSrebrnjak and @danmoyle . We are really excited about this new SMS tool.
ASolares on June 07, 2023
Automatically Add Columns of Filter Properties
When selecting List filters it would be great if the property used in the filter would could quickly be added to the viewable columns without having to go edit the columns and add the properties manually. Maybe offer a check box to add to viewable c read more
Reply Idea Lists
0 upvote
0 Reply
rcusma on February 21, 2023
Set and Manage Snippet Access
Requesting the ability to lock down access to create, edit, or delete snippets by teams or users. Our company requires approval from department heads before a snippet can be created/ used. This will help eliminate the amount of unnecessary and incor read more
Reply Idea Snippets & Templates
21 upvotes
4 Replies
ASolares
Participant
June 07, 2023
We have the same use case. This would be extremely helpful.
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