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KRoberts
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Mitglied seit ‎Mär 24, 2021
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Krystle Roberts

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Phildexter on Mai 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa Beitrag ansehen
Antworten Idee Contacts & Companies Lists
181 Likes
53 Antworten
KRoberts
Mitglied
Juni 30, 2022
We would really benefit from this feature, from a time and efficiency standpoint.
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 Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
652 Likes
180 Antworten
KRoberts
Mitglied
November 04, 2021
We would greatly benefit from this ability. I would like to create a contact field for forms including product numbers, and based on the selection au...Beitrag ansehen
amarstaller on November 30, 2016
Automated Exporting
I export the form submissions we've received each day...the same data points each time. It would be great if you could build an automated export that was emailed to a specified email once every 24 hours.
Antworten Idee Forms
64 Likes
23 Antworten
KRoberts
Mitglied
September 21, 2021
We would really benefit from this idea!
KRoberts on Juli 26, 2021
Auto Reply from a Form Submission After Business Hours
We would like to send an auto reply email to form submissions who reach us after business hours to let them know when to expect a response from us. We don't want this same email to reach the form submissions who will be responded to right away. Is t Beitrag ansehen
Antworten Idee Forms
3 Likes
0 Antwort
annemarien on August 26, 2020
Export a single property's sub-values (e.g. dropdowns, checkboxes)
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide Beitrag ansehen
Antworten Idee Account Settings
252 Likes
56 Antworten
KRoberts
Mitglied
Juni 21, 2021
Yes, please! I have custom fields at the company and contact level that I need to compare. I would prefer to export and do a v-lookup to quickly iden...Beitrag ansehen
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
KRoberts
Mitglied
Juni 17, 2021
We would like to have dependent fields required as well. We are using forms for customer set up, and if they are a new customer, we would like specif...Beitrag ansehen
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