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jgerlach
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コミュニティー参加日： ‎3 4, 2021
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    11

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Jordan Gerlach

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アクティビティ

TVento 4月 01日, 2021
Sending email to company-based list
To my surprise it is not possible to send email to company-based lists. We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes d 続きを読む
返信 アイデア Lists Marketing Emails
182 いいね！
52 コメント
jgerlach
メンバー
8月 02日, 2022
If I was in marketing, this alone would keep me from paying for the marketing hub. Kind of an unbelievable hurdle when you are talking about a market...続きを読む
Melb11 3月 30日, 2021
Knowledgebase Reporting
I think we need more reporting capabilities with the KB, analytics. Like visuals, graphs over time, sources, click rates. We activated the knowledgebase at the same time as we activated a chatbot. I have reached out to support multiple times due the 続きを読む
返信 アイデア Analytics Tools Dashboards & Reports Knowledge Base
11 いいね！
5 コメント
jgerlach
メンバー
4月 07日, 2022
Very good point ^^ Agreed!
James-Preseem 8月 19日, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate 続きを読む
返信 アイデア Conversations Reporting Tickets
210 いいね！
63 コメント
jgerlach
メンバー
12月 01日, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...続きを読む
James-Preseem 8月 19日, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate 続きを読む
返信 アイデア Conversations Reporting Tickets
210 いいね！
63 コメント
jgerlach
メンバー
12月 01日, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...続きを読む
James-Preseem 8月 19日, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate 続きを読む
返信 アイデア Conversations Reporting Tickets
210 いいね！
63 コメント
jgerlach
メンバー
12月 01日, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...続きを読む
brittanyCP1 5月 07日, 2020
Averages In Reporting
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca 続きを読む
返信 アイデア Sales Reporting
52 いいね！
15 コメント
jgerlach
メンバー
11月 11日, 2021
This is most certainly not solved. CES ratings, NPS ratings are considered non numeric values, even though they are. 1-7 and 1-10 respectively. HOW A...続きを読む
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