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bronte en Diciembre 21, 2022
Different icons in reporting for different data sources with the same name eg contact, deals
I'm currently building a report and keep getting the most confusing thing. There are properties in different data sources that have the same name eg create date, close date, created by user ID etc. When you search for them in the sidebar, you c Leer más
Responder Idea Dashboards & Reports Marketing Reporting Sales Reporting
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MEkarna en Agosto 22, 2022
Hide payment option from Quote templets
I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.
Responder Idea Payments
21 Me gusta
10 Respuestas
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Septiembre 27, 2022
I totally agree, we are UK based so the payments tool isn't available to us yet. So we have to rely on the sales team to select no payment on the quo...Leer más
Mmccarthy en Febrero 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Responder Idea Sales Reporting
210 Me gusta
58 Respuestas
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Julio 27, 2022
I would love to be able to build a standardised client report dashboard and then be able to filter it by company or deal - instead you have to manual...Leer más
mrspabs en Enero 08, 2021
Ability To Increase or Decrease a Company or Contact Property Value in Ticket Based Workflow
When you create a ticket based workflow, you can only increase or decrease a ticket property. It would be good to be able to increase or decrease a property on a contact record associated with a ticket.
Responder Idea Tickets Workflows
3 Me gusta
1 Respuestas
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Julio 27, 2022
I think this is a great idea - I'm currently trying to set up a workflow to do this and instead, I'm having to build out a huge workaround. Our examp...Leer más
Himation en Julio 01, 2019
Bulk Edit Associated Company Property
It should be possible to bulk edit the associated company property for multiple contacts. At the moment, you need to change this one-by-one, which is unnecessarily tedious.
Responder Idea Contacts & Companies
151 Me gusta
39 Respuestas
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Junio 20, 2022
This would save so so much time, so surprised it's not a basic functionality
brkn en Febrero 24, 2019
Show/Hide Properties Based On Service 'Pipeline'
This has become an issue on all records (Contacts, Deals, Tickets) but I'm stressing the want for this primarily for Service Hub / Tickets more than anything since it would be most valuable here... The Problem: Though we LOVE data and appreci Leer más
Responder Idea
43 Me gusta
15 Respuestas
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May 04, 2022
Yeah, I think it would be amazing! We have enterprise so I know you can do it by team, but we have different ticket pipelines for different products a...Leer más
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