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MStephenson
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Member since ‎Dec 21, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    1

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Activity

JonL on January 12, 2023
Configuration of inbox conversation associated records
In the Inbox Conversation view it would be nice to be able to configure and tailor your own list of Associated records. Pick the objects you'd wanna display and also being select the order of the list. It's basically what you already can do on e read more
Reply Idea Conversations
3 upvotes
2 Replies
MStephenson
Participant
April 25, 2023
This should work exactly the same as all the sales plug ins where we can set what the associations are as standard and then teh user can select any m...read more
JessieS on April 25, 2023
Need Association Settings for Conversations Inbox
There is currently no way to set default associations or de-select unwanted associations in the Conversations Inbox when replying to conversations sent to a team email (Settings>Inbox>Inboxes). This option is available on the record leve read more
Reply Idea Conversations
37 upvotes
7 Replies
MStephenson
Participant
April 25, 2023
Yes! Very very important to be an option like the plug in associations
Solved
cstaffordlena on February 10, 2022
Remove Deactivated Users from assignment options
We have been using the deactivate setting for employees who leave our organization to perserve historic records, etc. but it's annoying that they continue to show up in drop down lists for assigning tasks, companies, contacts, etc. If a user is deac read more
Reply Discussion Enterprise
6 upvotes
11 Replies
MStephenson
Participant
May 31, 2022
This is not an acceptable solution. We should be able to have historical data on a user after they leave. Deleting them is a terrible option.
Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
234 upvotes
64 Replies
MStephenson
Participant
December 02, 2021
YES to this……. We are about to implement an additional software at expense to cover this. The more we have to do this the faster we move away from Hub...read more
Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
234 upvotes
64 Replies
MStephenson
Participant
December 02, 2021
YES to this……. We are about to implement an additional software at expense to cover this. The more we have to do this the faster we move away from Hub...read more
MStephenson on June 10, 2021
Option to restrict editing of approved quotes
We have approval workflow set up on quotes. We would like to have the option to restrict editing of approved quotes and force the user to clone the quote to make changes and resubmit.
Reply Idea Deals
0 upvote
0 Reply
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