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e_badajos
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Member since ‎Aug 3, 2020
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Emily Badajos

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e_badajos
Member
November 23, 2021
Reply to Pinning more than one note
This would be useful for us as well!
e_badajos on November 23, 2021
Option to disable autofill of To: field when sending an email from a ticket or deal
We frequently email both customers and vendors from deals and tickets. When creating an email from a deal, the TO field automatically fills in with the first associated contact's email - typically the customer. This causes our team to acci read more
Reply Idea Deals Tickets
2 upvotes
2 Replies
e_badajos on March 18, 2021
Outlook Plugin Improvements - Create Deal from Outlook Plugin, Associate an incoming email
We are really happy with the upgrades to the outlook plugin, particularly being able to control associations when sending an email. We would really like the ability to create a deal directly from the plugin. Currently when we get a new lead read more
Reply Idea Integrations
3 upvotes
0 Reply
e_badajos
Member
December 10, 2020
Reply to Allow custom email activity association with Deals via Outlook
This issue is probably the most critical for our users. I'd love a general idea of when the beta might be available for testing.
e_badajos
Member
December 10, 2020
Reply to Possibility to disable automatic association to deals
This is causing us significant issues as well (Office 365). Is there a date on when this will be available for Office 365?
e_badajos on August 03, 2020
Control Email Auto Association
When sending emails via the BCC and FWD, emails will auto-associate with the last 5 deals. We have a lot of vendors we associate with deals; when we send an order to vendor A (who could be associated with lots of different, unrelated deals) the read more
Reply Idea Account Settings
4 upvotes
1 Reply
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