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nikhenry
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Member since ‎Jan 27, 2022
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Nik Henry

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brunamartins on September 22, 2020
Clone tickets
We need to have multiple teams collaborating on specific issues; for this to work, it would be essential to have a "clone ticket" feature and to be able to associate them, so both owners receive notifications.
Reply Idea Tickets
101 upvotes
39 Replies
nikhenry
Member
November 09, 2022
I coun't wait, so I create stage in the pipeline called COPY; So, tickets are created based on the information from another ticket......much li...read more
claw on December 02, 2018
Exporting Knowledge Base articles
It will be nice if there's an option to export KB articles 🙂 As we do have the option to do so in website pages, landing pages and blogs.
Reply Idea Knowledge Base
213 upvotes
58 Replies
nikhenry
Member
August 02, 2022
Exporting as PDF document wourl be great please.
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
nikhenry
Member
July 11, 2022
@ethankopit , Looking forward to see this in production, keep up your good work. Cheers Nik
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
341 upvotes
117 Replies
nikhenry
Member
May 13, 2022
HI, We are also interested in this, would also love it to take into design: Allocation of reciepients Adding snippets to quote content Turning p...read more
wingydingy on November 10, 2020
Reports dashboard - be able to click on URL properties
On the reports dashboard, it is really inconvenient to not be able to click on URL properties (like the website of a contact) in table rows and open them in a new tab. Currently, we need to click on each contact's profile in order to access the URL read more
Reply Idea Dashboards & Reports
3 upvotes
2 Replies
nikhenry
Member
February 19, 2022
This would be great, its a reall need. Maybe even consider allowing create link with 'Ticket TOkens"? Cheers Nik
kopuszynski on June 03, 2020
Copying a ticket
I would like to be able to copy an existing ticket to carry over the ticket properties as well as the contacts, deal, and company associated with it. We do this manually now and it's time consuming and leaves room for human error. When copied, I wo read more
Reply Idea Tickets
92 upvotes
34 Replies
nikhenry
Member
January 27, 2022
Yes please.
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