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Bronte McMahon

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bronte on Dezembro 21, 2022
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 Leia mais
MEkarna on Agosto 22, 2022
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.
21 avaliações positivas
10 Respostas
Membro
Setembro 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...Leia mais
Mmccarthy on Fevereiro 27, 2020
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.
210 avaliações positivas
58 Respostas
Membro
Julho 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...Leia mais
mrspabs on Janeiro 08, 2021
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.
3 avaliações positivas
1 Respostas
Membro
Julho 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...Leia mais
Himation on Julho 01, 2019
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.
148 avaliações positivas
37 Respostas
Membro
Junho 20, 2022
This would save so so much time, so surprised it's not a basic functionality
brkn on Fevereiro 24, 2019
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 Leia mais
43 avaliações positivas
15 Respostas
Membro
Maio 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...Leia mais
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