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LPowers
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Membro desde ‎fev 26, 2021
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Laurie Powers

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DReyes815 on Julho 12, 2022
Bulk remove association
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts Leia mais
Responder Idéia Contacts & Companies
198 avaliações positivas
28 Respostas
LPowers
Participante
Abril 01, 2024
Unfortunately, our original settings included automatically associating contacts with companies and now we are reaching our maximum association limit...Leia mais
Jon_Sasala on Fevereiro 14, 2022
Filter Transactional Email Type from Activity Timeline on Records
We currently have the ability to filter one-to-one emails (manually sent email interactions) and marketing emails from a records timeline. It seems transactional emails are lumped in with one-to-one emails. As a result, it is difficult for our reps Leia mais
Responder Idéia Activity Feed Contacts & Companies
2 avaliações positivas
4 Respostas
LPowers
Participante
Julho 11, 2022
We use transactional emails to communicate basic information to customers upon their initial inquiry, sometimes requesting additional information or ...Leia mais
LPowers on Maio 19, 2022
Minimize "Be Careful with this Message" Alert
One of our teams whom have their own inbox specifically serves customers who want to sell products to us. They have noticed recently a fair amount are being flagged by the alert "Be careful with this message". Most of these are customers that Leia mais
Responder Idéia CMS Development Tools
2 avaliações positivas
1 Respostas
LPowers on Abril 11, 2022
Notifying Manager of @Mentions for Staff
We are a Customer Service team that often needs to partner with other departments in Purchasing or Fulfillment to resolve a customer issue. Cross Department communication can be challenging at times and although 1 person within the other departm Leia mais
Responder Idéia Workflows
0 avaliações positivas
0 Respostas
BPester on Abril 08, 2021
Greater Flexibility on Reporting and More advanced Reporting
Hello All! This is going to be a lengthy one because I am going to outline the situation first and then put my idea at the bottom so it is hopefully clear and not too far fetched 😆 Basically I was trying to make a report to show deal conversion Leia mais
Responder Idéia Sales Reporting
5 avaliações positivas
2 Respostas
LPowers
Participante
Fevereiro 15, 2022
I am building reports for our customer service team around tickets and surveys. The following are some suggestions that I think would help with exce...Leia mais
LPowers on Fevereiro 14, 2022
Contact Properties - Editable / More Options
In both our purchasing and customer service departments we receive a large influx of emails that are simply notifying the teams of progress on customer tickets. Currently, the inboxes are set to auto create tickets for each new conversation which i Leia mais
Responder Idéia CMS Development Tools
0 avaliações positivas
0 Respostas
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