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GMoore
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Member since ‎Jan 29, 2021
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  • Upvotes Given
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  • Upvotes Received
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Greg Moore

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GMoore
Member
July 13, 2023
Reply to Notify Task Creator when Task is Completed
Please implement this... it is a basic feature in any other task solution and would be extremely helpful to ensure things are getting done without ha...read more
GMoore
Member
May 17, 2023
Reply to Customize Ticket Properties based on Pipeline
This is a problem we are facing also. It would be amazing to be able to customize the left panel of a ticket based on the pipeline of that ticket...read more
GMoore on March 06, 2023
Transactionally Charged Line Items
Our billing model is as follows: A base monthly fee A fee each time our service is used, which is billed monthly Currently the Quoting solution doesn't have a way to create a transactionally billed line item, which means we have to use some read more
Reply Idea Products and Quotes
0 upvote
0 Reply
GMoore on February 09, 2023
Customer Input on Quotes
There are many times where I want a customer to select a plan or confirm or change data on a Quote. It would be great to allow this to be possible.
Reply Idea Products and Quotes
1 upvote
0 Reply
GMoore
Member
February 09, 2023
Reply to Using workflows to autocreate quotes
Any updates here? Happy to share my opinion on what should happen.
GMoore
Member
January 30, 2023
Reply to Associate Line Items to Tickets
We sell a hardware & software product. Given this, we need to send out RMA parts sometimes to fix customer problems. It would be awesome if the...read more
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