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SupportSystony
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Dec 6, 2019
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  • Upvotes Given
    49
  • Upvotes Received
    45
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    11

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JessieS on April 25, 2023
Need Association Settings for Conversations Inbox
There is currently no way to set default associations or de-select unwanted associations in the Conversations Inbox when replying to conversations sent to a team email (Settings>Inbox>Inboxes). This option is available on the record leve read more
Reply Idea Conversations
37 upvotes
7 Replies
SupportSystony
Member | Diamond Partner
March 27, 2024
Yes indeed very much needed. This prevents customers to use the inbox because of all the clutter and risks of emails showing up on the deals that hav...read more
SupportSystony on February 29, 2024
Number of Activities visible on the timeline of contact
Hi, We would like to see the number of Activitities on the timeline of a contact/company/deal etc. See image. Right behind Activity the number of activities. Right behind Notes the number of notes etc. Just like: Thank y read more
Reply Idea Contacts & Companies
1 upvote
0 Reply
NatHiggins on February 09, 2021
Associate New Conversation to Existing Ticket within the Inbox
Our clients often send emails about existing issues but email us via a new email thread. This means that the new Conversation in the Inbox is not associated with the existing Ticket in which the issue is being discussed internally. Right now, read more
Reply Idea Conversations
254 upvotes
75 Replies
SupportSystony
Member | Diamond Partner
October 24, 2023
Essential to keep everything together.
SupportSystony on September 29, 2023
After attaching an image to this email from a conversation inbox, users would like to check whether
After attaching an image to this email from a conversation inbox, users would like to check whether they have attached the right image/document to the email. I can't open the image. Or see a preview.
Reply Idea Conversations
0 upvote
0 Reply
MLiberato on May 18, 2023
Order Report Data by fiscal year
Hi Team, submitting the idea on a customer's behalf. Currently, the reports tool includes the option to filter the data by the account's fiscal Year settings, but when displaying the data it keeps the monthly order Jan-Dec, instead of using the ord read more
Reply Idea Dashboards & Reports
6 upvotes
4 Replies
SupportSystony
Member | Diamond Partner
September 08, 2023
When the Fiscal year settings doesn't work as expected, it is a bug or it needs to be fixed. But yes, a must to be fixed soon.
rickyW on January 25, 2021
Ability to always show previously completed fields when moving a deal in pipeline
When moving a deal from one stage to another, the list of 'previously completed properties' are always collapsed. It would be useful to have the ability to always show certain fields, even if they have previously been completed. We want to read more
Reply Idea Deals
36 upvotes
9 Replies
SupportSystony
Member | Diamond Partner
May 17, 2023
People want to add values to properties or check if the property values are the righ ones or change them if not.
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