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ChrisHughes
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Member since ‎Dec 9, 2019
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NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
501 upvotes
182 Replies
ChrisHughes
Participant
November 20, 2023
Yes, please add automatic tax in %, which is automatically preselected while creating a Quote. This ensures it is not missed
Hermen on October 19, 2020
Pause ticket timer when a ticket is waiting on customer
The ticket status can be 'open' or 'closed', making the timer run or stop. I want to be able to pause the timer, the timer should then stop when a ticket is in a 'pause' status to rule out the time a ticket is waiting on the customer. open > read more
Reply Idea Tickets
93 upvotes
33 Replies
ChrisHughes
Participant
August 07, 2023
Absolutely must. Do we have a estimated release date apart from 2023?
ChrisHughes on October 20, 2022
Goals to have days of the week excluded
Can there be functionality that means you can excluded dates from goals target, for example excluding a weekend or bank holidays to ensure the tracking is accurate
Reply Idea Sales Reporting
0 upvote
0 Reply
ChrisHughes on October 20, 2022
Quote margin %
On the Hubspot quote tool, it can work out the value of the margin on a line but not the % and overall margin on the quote. can this functionality be added? this will enable us to see how much we are making on the quote
Reply Idea Sales Reporting
2 upvotes
0 Reply
ChrisHughes on June 17, 2022
Restricting users from replying from various alias
We need an option to be able to restrict by user which aliases they can reply from in the inbox. It looks like for connected team emails this does not appear to be possible at this time. Connected emails can either be connected as a private in read more
Reply Idea Conversations
0 upvote
0 Reply
AmandaStutzman on January 11, 2019
Chat Rep Availability Reporting
It would be very helpful to see how much time chat representatives are set to available. Currently, reps could set themselves to away without supervisors knowing and ultimately reducing the number of incoming chats. In order to analyze reps effect read more
Reply Idea Conversations
98 upvotes
27 Replies
ChrisHughes
Participant
March 02, 2021
Hi - I would love to understand what types of reports you would be helpful to better manage the team.
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