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

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sebavicto on March 02, 2017
Default email address for sending from CRM
Hi, I've my admin email address and I also have several other connected accounts. How can I do to set-up as default one of the "others" connected accounts instead of my Admin account? Thanks in advance for anyone who can help me on read more
Reply Idea Connected Email
452 upvotes
188 Replies
ARich
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
Custom Task Properties
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.
Reply Idea Custom Objects Tasks
58 upvotes
16 Replies
ARich
Contributor
December 19, 2023
Yes, custom properties as well and additional access to associated record properties would be great!
snedyavila on July 04, 2018
Automatically reopen closed tickets when they receive a reply from the customer
*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
Reply Idea Tickets
95 upvotes
32 Replies
ARich
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
Fix formatting issues available to non Super Admins
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
Reply Idea Users & Teams & Permissions
8 upvotes
5 Replies
ARich
Contributor
November 13, 2023
I'm really unclear why this would have ever been an only super admin permission. Seems really short sighted.
sebavicto on March 02, 2017
Default email address for sending from CRM
Hi, I've my admin email address and I also have several other connected accounts. How can I do to set-up as default one of the "others" connected accounts instead of my Admin account? Thanks in advance for anyone who can help me on read more
Reply Idea Connected Email
452 upvotes
188 Replies
ARich
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
Increase the number of allowed tags per object (>10)
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
Reply Idea Deals Tickets
64 upvotes
23 Replies
ARich
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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