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Ucidity
Member | Platinum Partner
Member | Platinum Partner
Member since ‎May 22, 2020
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  • Upvotes Given
    4
  • Upvotes Received
    29
  • Ideas
    3

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Bernard Kassab

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Ucidity
Member | Platinum Partner
September 24, 2021
Reply to Notes on Deal Board view
It would be great if there was just a little speech-bubble that you click on, quickly enter the notes and it saves across the deal and associated con...read more
Ucidity on September 08, 2021
Everything that needs to be fixed in Quotes
This is for HubSpot, please upvote this and let's ge tthis fixed up! Add T&Cs to the over-all HubSpot settings so we can set defult terms Add tabs on the Quote page so when an attached deal is changed to 'Lost' the quote is archived, when dea read more
Reply Idea Sales Settings
0 upvote
0 Reply
Ucidity
Member | Platinum Partner
March 09, 2021
Reply to QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
Yes, 100%. Take a leaf out of Xero's hat, now that you're buddies and see how they do it.
Ucidity
Member | Platinum Partner
February 15, 2021
Reply to Automatic adding of TAX (VAT) when creating quotes
Has this been implemented? Pretty basic really...
Ucidity on January 05, 2021
Archiving for Properties and Lists
Sometimes you don't want to or can't delete a property or list. It would be great to be able to "Archive" it so that in future lists and options it no longer appears, but it doesn;t get removed from any historical contacts, companies or deals.
Reply Idea Deals
29 upvotes
8 Replies
Ucidity on January 05, 2021
Add Live Chat tab on the app
So when I click away, I can find the chat again if needed. If I clear the notifcation, there is no clear way to get back to the chat.
Reply Idea Live Chat & Bots
0 upvote
0 Reply
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