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James_C
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Miembro desde ‎jul 3, 2019
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NinaKovari en Noviembre 15, 2019
Choose which properties to keep when merging contacts
I'm proposing being able to select certain properties to keep when merging. While merging contacts I realized that a lot of the properties of the new record are not accurate for the contact because when merging it selects the most recent value. Leer más
Responder Idea Contacts & Companies
28 Me gusta
6 Respuestas
James_C
Participante
Julio 23, 2020
I would love to be able to select which contact information stays in the merge or even just pick which contact has the information you want to keep. ...Leer más
nathanparis en May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Leer más
Responder Idea Contacts & Companies Workflows
344 Me gusta
106 Respuestas
James_C
Participante
Abril 15, 2020
I would like to add an idea to this feature, I have been working on a way to flag customers with special instructions based on previous interactions,...Leer más
basil en Marzo 25, 2019
Preview Button for Deals in Board View of Deal Pipeline
The new preview functionality is awesome. Unfortunately it is only available if deals are displayed as list. It would be great, if we had a preview button also in card view! In contrast, the button is there in list view.
Responder Idea Deals
24 Me gusta
5 Respuestas
James_C
Participante
Febrero 26, 2020
This would also be very useful with Tickets in the Service hub!
CarlosRdz en Agosto 25, 2019
Ability to see if an agent is working on a ticket
We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen Leer más
Responder Idea Tickets
92 Me gusta
45 Respuestas
James_C
Participante
Febrero 12, 2020
This is one thing that our Support team misses from when we used ZenDesk. It is very helpful so that you know if someone else might be working on a t...Leer más
James_C en Febrero 12, 2020
Ticket Owner - "Assign to me" button
It would be nice if there was a button that you click next to "Ticket Owner" that says "Assign to me" and that sets you as the owner and autosaves it as well. It seems like something so little however over time it would save a bit of time. As it Leer más
Responder Idea Deals Tickets
18 Me gusta
13 Respuestas
nathanparis en May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Leer más
Responder Idea Contacts & Companies Workflows
344 Me gusta
106 Respuestas
James_C
Participante
Abril 15, 2020
I would like to add an idea to this feature, I have been working on a way to flag customers with special instructions based on previous interactions,...Leer más
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