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annemarien
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Anne Marie Nicholls

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annemarien on Agosto 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 Leia mais
Responder Idéia Lists
50 avaliações positivas
21 Respostas
annemarien
Participante
Abril 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...Leia mais
larry99 on Julho 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 Leia mais
Responder Idéia Marketing Emails
340 avaliações positivas
106 Respostas
annemarien
Participante
Dezembro 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...Leia mais
birdman on Agosto 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 Leia mais
Responder Idéia Companies Contacts
12 avaliações positivas
7 Respostas
annemarien
Participante
Novembro 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...Leia mais
annemarien on Novembro 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 Leia mais
Responder Idéia Forms
5 avaliações positivas
0 Respostas
hackerexchange on Maio 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 Leia mais
Responder Idéia Forms
6 avaliações positivas
2 Respostas
annemarien
Participante
Novembro 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...Leia mais
annemarien on Outubro 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 Leia mais
Responder Idéia Lists
16 avaliações positivas
6 Respostas
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