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SamwiseM
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Member since ‎Aug 12, 2020
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Sam Meegahage

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JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
190 upvotes
103 Replies
SamwiseM
Member
August 25, 2022
This would be extremely useful for us (and plenty of others by the look of it).
MikeD on April 08, 2019
Workflow Issue: Allow us to choose business days, not just days.
When creating workflows, if I have it create a task, it lets you set the due date to 2 days from task creation. However when you create a task manually, you can set it to 2 BUSINESS days from task creation. The problem this is causing is some automa read more
Reply Idea Workflows
93 upvotes
31 Replies
SamwiseM
Member
January 24, 2022
+1 We need this feature as well.
khughes on April 03, 2017
monthly recurring emails
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
Reply Idea Marketing Emails
261 upvotes
89 Replies
SamwiseM
Member
July 02, 2021
Definintely needed!
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