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blawlorSJ
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コミュニティー参加日： ‎6 6, 2017
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  • いいね！獲得数
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joshflightbucks 4月 11日, 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 続きを読む
返信 アイデア Account Settings
223 いいね！
118 コメント
blawlorSJ
メンバー
6月 17日, 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...続きを読む
joshflightbucks 4月 11日, 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 続きを読む
返信 アイデア Account Settings
223 いいね！
118 コメント
blawlorSJ
メンバー
6月 17日, 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...続きを読む
joshflightbucks 4月 11日, 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 続きを読む
返信 アイデア Account Settings
223 いいね！
118 コメント
blawlorSJ
メンバー
6月 17日, 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...続きを読む
blawlorSJ 9月 12日, 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 続きを読む
返信 アイデア Workflows
17 いいね！
3 コメント
SCastro 8月 03日, 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 続きを読む
返信 アイデア Account Settings
31 いいね！
12 コメント
blawlorSJ
メンバー
7月 22日, 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...続きを読む
CristianP 10月 27日, 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 続きを読む
返信 アイデア Snippets & Templates
140 いいね！
96 コメント
blawlorSJ
メンバー
7月 02日, 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...続きを読む
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