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adamvlaw
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Member since ‎Sep 16, 2019
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  • Ideas
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adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
September 16, 2022
I vote for that function to be added to the system, CRM is to make sales persons more efficient. they are doing this multiple time every day.
adamvlaw on June 04, 2021
If one of our users attaches an attachment to a ticket/contact/company/deal that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the customer in that read more
30 upvotes
5 Replies
Contributor
June 22, 2022
Just had one of my users ask me about the reverse of this today for Tickets and Deals. When an email with an attachment is associated with a Ticket o...read more
Solved
adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
September 16, 2022
I vote for that function to be added to the system, CRM is to make sales persons more efficient. they are doing this multiple time every day.
Solved
adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
September 16, 2022
I vote for that function to be added to the system, CRM is to make sales persons more efficient. they are doing this multiple time every day.
adamvlaw on April 09, 2021
1. Enrollment Trigger or Active List Trigger: We should be able to use the Docusign integration to check to see if a contact has completed a particular form (Docusign envelope) without it being a timeline event and start them in a workflow or get th read more
7 upvotes
2 Replies
Member
February 16, 2022
Something to tag along to this idea is suggesting to make ANY Integration Event(class= CompactIntegrationEvent__StyledDiv) available as new Enr...read more
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