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ARich
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Member since ‎Dec 16, 2020
  • solutions
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  • Replies
    18
  • Upvotes Given
    51
  • Upvotes Received
    18
  • Ideas
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Aaron Rich

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Activity

Brandonbaker on September 17, 2018
We need the ability to have a default email "From" setting when replying in Conversations and Tickets. Currently: It defaults to the user's email and they need to select the drop down in the from line to change to the team email. They have t read more
128 upvotes
47 Replies
Contributor
February 22, 2024
@JDale your trouble seems like it can be fixed (largely) by permissions to inboxes. I solved for 80% of this problem in my organization by restrict...read more
TBugh on March 29, 2023
We want to use "Tasks" more intensively for all sales activities. We cannot create a user-defined custom Property to build custom columns for our Sales Reps. It would be great to enable this functionality.
41 upvotes
12 Replies
Contributor
December 19, 2023
Yes, custom properties as well and additional access to associated record properties would be great!
snedyavila on July 04, 2018
*Submitting on behalf of customer* Tickets are a great way of managing customer support/services. However, it would be helpful to allow for the automatic reopening of closed tickets that receive a reply from the customer. Currently when a ti read more
92 upvotes
32 Replies
Contributor
November 29, 2023
There's the built in functionality under the Settings > Tickets > Pipelines > Automate where you can turn on the function to move the ticket...read more
karaujo on April 05, 2022
The Fix formatting issues is a great tool, but it is currently only availbe to Super Admin roles. Hmmm... So, our account has 2 Super Admins and their job titles are Vice President of Marketing and Director of Information Technology . Neither read more
Contributor
November 13, 2023
I'm really unclear why this would have ever been an only super admin permission. Seems really short sighted.
Brandonbaker on September 17, 2018
We need the ability to have a default email "From" setting when replying in Conversations and Tickets. Currently: It defaults to the user's email and they need to select the drop down in the from line to change to the team email. They have t read more
128 upvotes
47 Replies
Contributor
February 22, 2024
@JDale your trouble seems like it can be fixed (largely) by permissions to inboxes. I solved for 80% of this problem in my organization by restrict...read more
laurabren on August 15, 2023
Currently you can only create up to 10 tags per object. I understand the logic of limiting them (tags become meaningless when you have dozens of them), however we have different tags based on which pipeline they're created for, and the 10 tag limit read more
58 upvotes
21 Replies
Contributor
September 08, 2023
Yes, this limit reducing this features usefulness. If there needs to be any limit, it should be a really high limit.
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