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LPowers
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Member since ‎Feb 26, 2021
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  • Upvotes Given
    11
  • Upvotes Received
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  • Ideas
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Laurie Powers

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Activity

DReyes815 on July 12, 2022
Bulk remove association
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts read more
Reply Idea Contacts & Companies
128 upvotes
20 Replies
LPowers
Participant
April 01, 2024
Unfortunately, our original settings included automatically associating contacts with companies and now we are reaching our maximum association limit...read more
Jon_Sasala on February 14, 2022
Filter Transactional Email Type from Activity Timeline on Records
We currently have the ability to filter one-to-one emails (manually sent email interactions) and marketing emails from a records timeline. It seems transactional emails are lumped in with one-to-one emails. As a result, it is difficult for our reps read more
Reply Idea Activity Feed Contacts & Companies
2 upvotes
4 Replies
LPowers
Participant
July 11, 2022
We use transactional emails to communicate basic information to customers upon their initial inquiry, sometimes requesting additional information or ...read more
LPowers on May 19, 2022
Minimize "Be Careful with this Message" Alert
One of our teams whom have their own inbox specifically serves customers who want to sell products to us. They have noticed recently a fair amount are being flagged by the alert "Be careful with this message". Most of these are customers that read more
Reply Idea CMS Development Tools
0 upvote
0 Reply
LPowers on April 11, 2022
Notifying Manager of @Mentions for Staff
We are a Customer Service team that often needs to partner with other departments in Purchasing or Fulfillment to resolve a customer issue. Cross Department communication can be challenging at times and although 1 person within the other departm read more
Reply Idea Workflows
0 upvote
0 Reply
BPester on April 08, 2021
Greater Flexibility on Reporting and More advanced Reporting
Hello All! This is going to be a lengthy one because I am going to outline the situation first and then put my idea at the bottom so it is hopefully clear and not too far fetched 😆 Basically I was trying to make a report to show deal conversion read more
Reply Idea Sales Reporting
4 upvotes
2 Replies
LPowers
Participant
February 15, 2022
I am building reports for our customer service team around tickets and surveys. The following are some suggestions that I think would help with exce...read more
LPowers on February 14, 2022
Contact Properties - Editable / More Options
In both our purchasing and customer service departments we receive a large influx of emails that are simply notifying the teams of progress on customer tickets. Currently, the inboxes are set to auto create tickets for each new conversation which i read more
Reply Idea CMS Development Tools
0 upvote
0 Reply
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