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Monjogard
Member | Elite Partner
Member | Elite Partner
Member since ‎Feb 3, 2020
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Jon Mogard

Older than Tetris but younger than Zuckerberg

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Monjogard on December 11, 2024
Enable filtering and exclusions to CES feedback surveys
We need to be able to set rules for what closed tickets gets a CES survey after a ticket has been closed. Customer Support handles lots of internal tickets Some tickets are created on customers without them raising the tickets Pretty much read more
Reply Idea Feedback Surveys
0 upvote
0 Reply
Monjogard
Member | Elite Partner
November 21, 2024
Reply to Field dependencies in Playbooks
Now in beta!!
Monjogard
Member | Elite Partner
April 24, 2024
Reply to More Filtering on CES Surveys
I don't understand why there are no options to filter on this particular survey but all the other survey types. Should be an easy fix?
Monjogard
Member | Elite Partner
March 21, 2024
Reply to Deal tags for specific stages
This should definitely be a filter. Suggested workarounds: - Custom property set by workflow to filter on - Use a list as a filter criteri...read more
Monjogard on February 02, 2021
Field dependencies in Playbooks
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
Reply Idea Playbooks
199 upvotes
60 Replies
Monjogard
Member | Elite Partner
August 26, 2020
Reply to Make Notification Options a Global Setting
That would be a very nice feature
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