Member since ‎Oct 21, 2020
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Sarah Xu

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SarahX on May 02, 2024
It would be really great if we could have just a bit more detail in the minimap in workflows, for example, the date a delay is set to. If this was included in the mouse-over it would provide the extra information without compromising the size of the read more
1 upvote
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SarahX on December 01, 2020
We really need a way to report on how long a ticket is spending at a particular status before progressing to the next step. I honnestly thought this was part of the functionality I was paying for with Service Pro. The ability to easily see where th read more
38 Replies
April 30, 2024
Thanks Marc, This is great! This is exactly what is needed to identify trends and bottlenecks in our systems. I would still appreciate a way more
abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
44 Replies
April 24, 2024
I would like to see this feature. Also the ability to create a ticket from a playbook would be very useful.
SarahX on April 23, 2024
It would be super useful to be able to assign tasks to members of a team on a rotated basis just like the "Rotate Record Owner" function in workflows. Not only would this mean that tasks could be distributed evenly, it would also mean that read more
1 upvote
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SarahX on April 11, 2024
It would be really useful if tasks could ber assigned via workflows to a job role rather than a specific user. When a user changes position or leaves the organisation we need to find all the workflows that task that user and change them over. This h read more
0 upvote
0 Reply
PrashanthRV on April 26, 2022
Hello! I have multiple workflows where contacts get assigned to users. What's happening is when a user leaves the organization, we need to manually browse all these workflows and make the change with her/his replacement. Wouldn't be nice if workflo read more
April 11, 2024
We need this. Assiging workflow ctions to users causes many hassles down the line. For workflows to have any longevity this needs to be a feature.
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