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SarahX
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Member since ‎Oct 21, 2020
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  • Upvotes Given
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  • Upvotes Received
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AIliescu on September 24, 2023
Email reply
How do I turn off this kind of reply in the emails? 'Hi there, Your request has been received and is being reviewed by our support team. We'll get back to you as soon as we can.'
Reply Discussion Starter
0 upvote
4 Replies
SarahX
Contributor
September 26, 2023
I agree that it looks like an email reply triggered by a form submission that creates a ticket, but I would need more information to be sure.
SarahX on October 20, 2021
Add bulk notes from contact screen
I would find it very useful to be able to add duplicate notes to multiple files after selecting the contacts (or deals or tickets if preferred) and having an 'add note' function just like the 'create task' function. At the moment my workaround i read more
Reply Idea Contacts & Companies
13 upvotes
5 Replies
SarahX
Contributor
August 16, 2023
Hi @elantz94 , for that specific use case I would bulk add a task for the contact owner to add missing info, which you *can* do in bulk from the m...read more
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
343 upvotes
90 Replies
SarahX
Contributor
June 18, 2023
I would love to see some action on this. Yes you can filter out 'all closed' when on the object view, but there is no way to add these filters to the...read more
SarahX on June 16, 2023
Add a way to easily distinguish closed deals and tickets
It would be really useful if there was an easy way to distinguish closed vs active deals and tickets, particularly on the right hand column of a contact file. This could be easily achieved if ther was an option to change the font colour or to make i read more
Reply Idea Tickets
0 upvote
0 Reply
mnewnham on August 10, 2020
Ability to archive 'Deals'
It would be really useful if users had the ability to archive 'deals'. I've seen a few people request this functionality from as far back as 2017, so it'd be great to know if I've missed something or if it's just still not available as a func read more
Reply Idea Deals
99 upvotes
37 Replies
SarahX
Contributor
June 12, 2023
Yes please, having a way to archive closed tickets and deals so that the don't show on the righthand side would be fantastic--having closed deals and...read more
finn on May 05, 2020
Allow superadmin to customize RIGHT sidebar in contacts, companies etc
As a superadmin I would like to be able to customize the RIGHT sidebar in contacts, companies and other record types with a right sidebar, just like I can already today customize the left sidebar. As a minimum, I want to be able to show/hide the read more
Reply Idea Contacts & Companies
153 upvotes
48 Replies
SarahX
Contributor
June 12, 2023
It is great that we can now customise which sections appear, and now if we could please make it so that we can choose the order in which the deals/ti...read more
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