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Charles63
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Sep 9, 2020
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  • Upvotes Received
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Charles Beneytout

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Activity

Bruno_Teixeira on October 23, 2024
Add the "Me" option to the Shared users property
The option "Me" for the Shared users it not currently available as it is for the Contact owner property. Having this possibilty on the Shared users would make things easier on a daily basis when creating views, lists, reports and others.
Reply Idea Properties
2 upvotes
1 Reply
Charles63
Participant | Gold Partner
October 23, 2024
This development would bring a lot to our customers in terms of ease of use.
Solved
Charles63 on October 22, 2024
Valeur "Moi" sur la propriété Utilisateurs partagés
Bonjour! La valeur "Moi" sur la propriété Utilisateurs partagés n'existe pas actuellement. Elle existe sur la propriété Propriétaire, et c'est très précieux. En situation de portefeuille client partagé par plusieurs commerciaux, cette valeur read more
Reply Discussion Entreprise
7 upvotes
3 Replies
Charles63
Participant | Gold Partner
October 22, 2024
Hello Bérangère, OK, c'est fait! Si c'était à moi de décider, je positionnerai cette demande au niveau max de priorité 😉 Merci! Charles
Charles63 on October 22, 2024
The "Me" value on the Shared Users property
Good morning! The "Me" value on the Shared Users property does not currently exist. It exists on the Owner property, and it is very valuable. In a customer portfolio situation shared by several salespeople, this value woul read more
Reply Idea Dashboards & Reports
4 upvotes
0 Reply
Solved
Charles63 on October 22, 2024
Valeur "Moi" sur la propriété Utilisateurs partagés
Bonjour! La valeur "Moi" sur la propriété Utilisateurs partagés n'existe pas actuellement. Elle existe sur la propriété Propriétaire, et c'est très précieux. En situation de portefeuille client partagé par plusieurs commerciaux, cette valeur read more
Reply Discussion Entreprise
7 upvotes
3 Replies
Charles63
Participant | Gold Partner
October 22, 2024
Hello Bérangère, OK, c'est fait! Si c'était à moi de décider, je positionnerai cette demande au niveau max de priorité 😉 Merci! Charles
sarahdecarlo on December 07, 2022
Ability to edit the info bar in Conversations Inbox.
I love the ability to customize what fields display on the left & right sidebars in Tickets. Can we have the option to do the same for the Conversations Inbox? We don't use the out-of-the-box "Priority" field (we have our own custom fi read more
Reply Idea Conversations
43 upvotes
9 Replies
Charles63
Participant | Gold Partner
January 15, 2024
We would really like this to be customisable too
Charles63 on September 14, 2020
Gestion des personas
Bonjour, Je cherche à automatiser la qualification de l'information "Persona" des contacts. Ainsi, dès lors qu'un contact présente tous les critères d'un persona (ex : Intitulé de la fonction = DG, ville = Paris, CA > 100000€, etc...), je so read more
Reply Discussion
0 upvote
2 Replies
Charles63
Participant | Gold Partner
September 17, 2020
Bonjour @TitiCuisset , Merci beaucoup pour votre réponse. Le worklow global fonctionne bien, je l'ai adopté. Bien à vous, Charles
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