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smetz
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Member since ‎Aug 7, 2020
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  • Upvotes Given
    110
  • Upvotes Received
    8
  • Ideas
    17

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Shane Metz

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smetz on August 03, 2022
Filing on behalf of a customer. Please add the ability to Insert a KB article into Service and Sales Templates like in the screenshot below. The current workaround is to use the link option to the left of insert image to hyperlink a word li read more
smetz on August 03, 2022
Filing on behalf of a customer. Use case: Use a calculation property to evaluate the Lead Score property history and place the highest known value in Maximum Lead Score. The Maximum Lead Score value should be equal to the highest score in th read more
smetz on August 01, 2022
Similar to the Import wizard or Marketing contacts wizard. Create a report creation wizard. How it could work. 1) Go to Reports, Reports, Create a new report, Report wizard. 2) Choose report type (Single, Custom, Funnel, etc.) < Next> read more
smetz on July 29, 2022
Filing on behalf of the customer. Steps to reproduce current mobile viewing: 1) Upload document 2) Created Link 3) Open the link on Mobile in any browser 4) Preview doesn't appear until the phone is turned sideways Contacts and Prospects don' read more
CharmaineC on March 03, 2021
Adding emoji and gift in chat and gif is easy and handy. 😊 Thanks
38 upvotes
5 Replies
Member
July 29, 2022
1) Add emojis button next to font and url link buttons. More efficient than copying from the web. 2) Add word suggestions. Similar to mobile k...read more
Rezal on July 13, 2022
Currently there is no way for admins to check if a quote gets deleted. This brings a set of problems as these features are non existant: 1. No security setting to prevent users from deleting quotes 2. No way of viewing a list of deleted quotes read more
10 upvotes
2 Replies
Member
July 14, 2022
+1
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