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Imai
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Member since ‎Jul 6, 2020
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Activity

nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
Imai
Member
June 30, 2022
I know, right? It shouldn't be so hard technically to implement it and it'd be so useful.
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
Imai
Member
June 30, 2022
I know, right? It shouldn't be so hard technically to implement it and it'd be so useful.
Imai on September 06, 2021
Not possible to sort by companies on contact views
Hi, not being able to sort by 'associated company' when listing contacts is quite critical and I'd assume it's a feasible setting to be added. It's not a possibility for both lists and contacts page.   Thank you so much.
Reply Idea Contacts & Companies
0 upvote
0 Reply
Imai on August 24, 2021
Forecast - Custom financial year
Hi, I'd like to request the ability to customize the financial year on the Forecast section. Not being able to do it prevents our Sales team from using the whole section, as for example the quarters are not counted accurately too. We'd appre read more
Reply Idea Sales Reporting
1 upvote
0 Reply
Imai on August 16, 2021
Appendable 'Campaign' field
It would be very useful and effective if we had a Campaign field that could accumulate the campaigns that a contact had association with. E.g. Campaign: product launch 2020, webinar 2021, etc. That way we could sort, list, report and easily read more
Reply Idea Campaign Properties
0 upvote
0 Reply
Imai on August 16, 2021
'Conversion Page' field
We really feel the lack of having a conversion page field, including external pages. The data is already available as they can be seen under the form submissions with even the page title, though it's not a contact property. Due to the fac read more
Reply Idea Properties
10 upvotes
2 Replies
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