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ZGarcia
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Member since ‎Mar 5, 2021
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ZGarcia on June 07, 2024
Threading survey's on conversations
Our service team would like the ability to automatically thread a survey to a conversation that we close out that is associated with a ticket. Right now our CSAT survey's are sent via a separate email / sharing a survey manually. We are in the a read more
Reply Idea Feedback Surveys
1 upvote
0 Reply
ZGarcia on May 21, 2024
Quote Approval Customizations
We leverage quotes in a few different ways. For some prospective customers, we have a standard quote that we can leverage for every deal that has our standard terms. For some customers, we have a custom quote, that allows the Account Executive t read more
Reply Idea Products and Quotes
0 upvote
0 Reply
ZGarcia on March 27, 2024
Creating Quotes from a Workflow
For some standard issue quote templates, it would save our teams time if we are able to build a quote from a workflow. All of the field properties will be present on the quote template that are auto-populated and the line items selected ahead of t read more
Reply Idea Products and Quotes
2 upvotes
1 Reply
ZGarcia on March 01, 2024
Redacting Information in conversations
From time to time, we may have clients accidentally share personal/sensitive information. We would like the ability to redact certain information in a conversation thread to help protect our clients' sensitive info (billing CC, etc).
Reply Idea Conversations
5 upvotes
2 Replies
ZGarcia on March 01, 2024
Property Creation Access
One of the limitations we are running into is not being able to assing Objects to users and provide them the ability to create/edit existing fields. The current function allows any user that has the ability to add / remove property fields to do so read more
Reply Idea Properties
0 upvote
0 Reply
ZGarcia on February 28, 2024
Field Properties
When updating a field property's options such as a single select or drop down select or multi select, it would be beneficial if we can keep the old data we are removing as an option and archive it to prevent it from being selected by users. Right read more
Reply Idea Properties
0 upvote
1 Reply
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