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blawlorSJ
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joshflightbucks en Abril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Leer más
Responder Idea Account Settings
223 Me gusta
118 Respuestas
blawlorSJ
Miembro
Junio 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Leer más
joshflightbucks en Abril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Leer más
Responder Idea Account Settings
223 Me gusta
118 Respuestas
blawlorSJ
Miembro
Junio 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Leer más
joshflightbucks en Abril 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Leer más
Responder Idea Account Settings
223 Me gusta
118 Respuestas
blawlorSJ
Miembro
Junio 17, 2020
@ybaptiste For us, once the properties are set up, an all or nothing permission would work. We don't have a need for staged permissions (View and E...Leer más
blawlorSJ en Septiembre 12, 2019
Rolling Dates for Workflows and Ticket Properties
We use Service Hub pipelines for our technical support. We'd like to create workflows that automatically set deadlines for these items. An example of what we need: When a ticket is created, a ticket automatically gets a two week deadli Leer más
Responder Idea Workflows
16 Me gusta
3 Respuestas
SCastro en Agosto 03, 2017
Dashboard Team/User Visability Options
The ability to share specific dashboards with specific teams or users. As any company, we have access rights to information as well as programs. Currently, anyone in the company can see all shared dashboards, unless I keep them private, or I would Leer más
Responder Idea Account Settings
31 Me gusta
12 Respuestas
blawlorSJ
Miembro
Julio 22, 2019
We're on this train too. We have the reports Add-on and want to set up weekly sales reports for our team and their managers. Currently we need to cre...Leer más
CristianP en Octubre 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl Leer más
Responder Idea Snippets & Templates
140 Me gusta
96 Respuestas
blawlorSJ
Miembro
Julio 02, 2019
With an ever increasing sales staff - snippets are a great help, learning the sales langauge of our products, etc. We've got great "go-to" langauge t...Leer más
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