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sierra_13
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Member since ‎Oct 29, 2020
  • solutions
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  • Upvotes Given
    23
  • Upvotes Received
    13
  • Ideas
    8

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Sierra Thompson-Klima

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sierra_13 on August 12, 2021
Hi Team! It would be helpful to edit the ticket section of the conversations sidebar so that you can re-arrange which properties show up in the quick view, and do not constantly have to click "view more"
3 upvotes
2 Replies
Member
October 11, 2021
We need the ability to edit the view options for all sections of the Conversations sidebar as there are many properties that we don't use that take u...read more
sierra_13 on August 12, 2021
Hi Team! It would be helpful to edit the ticket section of the conversations sidebar so that you can re-arrange which properties show up in the quick view, and do not constantly have to click "view more"
3 upvotes
2 Replies
Member
October 11, 2021
We need the ability to edit the view options for all sections of the Conversations sidebar as there are many properties that we don't use that take u...read more
sierra_13 on July 15, 2021
It would be helpful if there were a quote section on the right hand-side of the contact record so that users could easily send a quote out to clients without having to go through the extra steps of emailing. This feature is available on the Deal rec read more
sierra_13 on March 25, 2021
Hi Team! It would be very helpful if forms submissions from video forms (used in video form modules) could push notifications when the form is filled out. At this time, there is no way of knowing when a contact has filled out these forms. It sh read more
2 upvotes
2 Replies
Member
January 31, 2022
Yes, upvoting this idea! Would love to be able to customise the form fields to add company name, and set up form submission notifications. Totall...read more
sierra_13 on March 23, 2021
Hi Team! It would be helpful if you could import referrer domains to be excluded from traffic, as it is difficult to maintain manually when there are constant updates that happen en masse for which referrer domains should be excluded. This is th read more
4 upvotes
2 Replies
Participant
August 30, 2021
I second this! This would really improve our reporting if we could exclude the domain that comes from our software that our customers use. It skews o...read more
sierra_13 on March 18, 2021
It would be helpful if you could filter for workflows that contain specific users that are being assigned contacts. If a user in the portal is deleted, it makes it difficult to identify all the workflows they were included in and replace them with a read more
1 upvote
0 Reply
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