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annemarien
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Member since ‎Feb 14, 2020
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  • Upvotes Given
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Anne Marie Nicholls

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annemarien on August 06, 2020
Add/Remove Companies to/from Company Static Lists
Currently once a Company static list is created, it can't be manually amended. This differs from Contact static lists where you can add or remove a Contact to/from a static list via the Contacts table view (more options) or in the Contact record its read more
Reply Idea Lists
53 upvotes
21 Replies
annemarien
Participant
April 15, 2021
Yes you can now remove a company via the Static Company List itself. Select the company in the list and you will have a remove option. I agree th...read more
larry99 on July 27, 2018
Marketing emails to secondary email addresses
You should be able to send marketing emails to the secondary email address field. We market primarily to couples who each have their own email address but are really one customer. As it stands now, you can only send marketing emails like newslette read more
Reply Idea Marketing Emails
357 upvotes
111 Replies
annemarien
Participant
December 04, 2020
Yes much needed. We send most comms to people's work emails, but they sign up to some of our services using personal emails or social SSO, and theref...read more
birdman on August 26, 2020
Multi-select property when merging
When a Contact or Company has a multi-select property, during a merge the values of the source objects are not "copied" to the destination object. For example, Company has a custom multi-select project named MarTech stack. Company 1 has values "Hu read more
Reply Idea Companies Contacts
14 upvotes
8 Replies
annemarien
Participant
November 20, 2020
Agreed, the lack of this feature leads to a loss of key data from records, especially given that anyone can merge records, so will not know that they...read more
annemarien on November 20, 2020
Setting needed to default "Always create contact for new email address" to On for new forms
We have had many instances of bad data created on contact records because people forward on marketing emails with links to forms, and someone else completes the form and it updates the original person's contact record. I know that this can be re read more
Reply Idea Forms
5 upvotes
0 Reply
hackerexchange on May 05, 2020
predictive text for form field properties
I work for an education provider and on our form, we have a property called 'university' in which are intending to list hundreds of university options within the drop down. Ideally, an applicant will be able to start typing in their selection, rathe read more
Reply Idea Forms
6 upvotes
2 Replies
annemarien
Participant
November 06, 2020
This "filter on typing" is also needed for multi-select fields. To be able to start typing, select a value, and then start typing again and select an...read more
annemarien on October 23, 2020
List Memberships section needed on Company records
On the right-hand side of Contact records is a List Memberships section where you can see current lists, add and remove the contact from static lists. This functionality is needed on Company records now that you have introduced Static lists ther read more
Reply Idea Lists
18 upvotes
6 Replies
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