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JohnBergquist
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Member since ‎Oct 2, 2019
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John Bergquist

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ndwilliams3 on January 25, 2017
Workflow Step Notes
Workflows can be complex and it would be great it you could add notes to a step to explain what it's doing for other members on the team. In programming, you leave comments in the code to help explain a function, why not have something similar in read more
Reply Idea Workflows
65 upvotes
44 Replies
JohnBergquist
Member
October 08, 2019
At a minimum, it'd be great to be able to name each workflow step. That way, anybody can follow the flow of what a workflow is doing. This would al...read more
usmiclow on October 20, 2017
Automatic Phone Number Formatting
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau read more
Reply Idea Calling Contacts & Companies
467 upvotes
159 Replies
JohnBergquist
Member
October 04, 2019
I've used other CRMs like ACT and Goldmine that allowed for this on any type of field, not just phone with a "Constrained Field" type. That field ty...read more
codymiles512 on January 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
Reply Idea Products & Quotes
267 upvotes
131 Replies
JohnBergquist
Member
October 02, 2019
Also, being able to have a product with a variable price would be great. i.e. to be able to enter the price when adding it to a deal or especially a ...read more
codymiles512 on January 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
Reply Idea Products & Quotes
267 upvotes
131 Replies
JohnBergquist
Member
October 02, 2019
Also, being able to have a product with a variable price would be great. i.e. to be able to enter the price when adding it to a deal or especially a ...read more
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