Member since ‎Feb 25, 2020
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Kyle Craft

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kcraft on May 19, 2022
We would like to create a multi-year quote that shows escalating prices (or decreasing discounts) for a line item each year. Currently we could build a quote with a line item for each year of the product, however the start date for the line ite read more
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stvrk on March 29, 2021
First of all, it is great to see that both Chrome and O365 extension enables users to pick what deals and/or tickets an email should be logged to. It's way better than logging the email to all associated object records. However, since this f read more
March 30, 2022
Changing to the 3 most recently created deals would solve a lot of the issue for us while being a relatively minor adjustment!
kcraft on October 27, 2021
When looking at a contact's timeline activity, I have a default view I prefer which filters out some activities that clutter the timeline for our contacts and isn't relevant to my specific role. Sometimes I want to filter down to just one activity, read more
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kcraft on August 12, 2021
In the new report builder one of the changes made was to switch the values any value sorting is based on to the internal value instead of the label. This limits our ability to sort reports in the way we want to see them, either forcing a rebuild of read more
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kcraft on February 22, 2021
We use forms a lot for giveaways and community events. It's not uncommon for our users to submit 2 forms from the same device for a husband and wife for instance. Ultimately the browsing data we get is more valuable than the headache of identifying read more
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larry99 on July 27, 2018
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
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August 02, 2022
Adding to the Chorus here. We have a newsletter. A substantial number of our contacts want newsletters sent to a non-primary email. Some just have more
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