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ZGarcia
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Member since ‎Mar 5, 2021
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ZGarcia on March 27, 2024
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
2 upvotes
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ZGarcia on March 01, 2024
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).
2 upvotes
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ZGarcia on March 01, 2024
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
0 upvote
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ZGarcia on February 28, 2024
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
0 upvote
1 Reply
ZGarcia on January 11, 2024
It would be beneficial if we could have better reporting when anaylzing the Survey Feedback. If we could take the reporting under the Analyze section, and place those pre-built items into a report for a dashboard this would be beneficial rather th read more
ZGarcia on December 27, 2023
We do volume in transactional sales. It would be beneficial if we were able to apply an association label (Deal -> Company) through a workflow, vs. manually. This will allow more automation improvement we wish to implement, such as automaticall read more
9 upvotes
2 Replies
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