bsm007

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DiegoPI le Juin 11, 2018

Customize Meeting Reminder & Meeting Booked Emails

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be Lire la suite

Répondre Idée Meetings

801 Mentions J'aime

282 Réponses

bsm007

Contributeur

Janvier 16, 2023

It's been 15 months -- any progress on this?

DiegoPI le Juin 11, 2018

Customize Meeting Reminder & Meeting Booked Emails

Répondre Idée Meetings

801 Mentions J'aime

282 Réponses

bsm007

Contributeur

Janvier 16, 2023

It's been 15 months -- any progress on this?

bsm007 le Octobre 01, 2022

create meeting link for multiple meeting types

Would be great to be able to create one meeting link in which the prospect can choose either phone or F2F meeting instead of having to create different meeting links.

Répondre Idée Meetings

1 Mention J'aime

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Résolues

kelliego11 le Août 26, 2019

Incorrect / updated name when someone enters a chat

When a contact interacts with chat, most do not read thoroughly and don't put in their name. Instead, they go straight to their problem. This updates their contact with a ridiculous new contact name. Is there a way to eliminate this problem? Lire la suite

Répondre Discussion Conversations

2 Mentions J'aime

9 Réponses

bsm007

Contributeur

Août 01, 2022

We have this same issue. The solution seems very inelegant, most likely forcing a respondent to repeat themself. I would prefer to capture an email a...Lire la suite

DannyH le Août 17, 2020

An option to delete tags from the knowledge base

Once a tag is created in the Knowledge Base it can't be deleted. So misspelled or out of date tags can still be used by the article creators. It doesn't affect the visitor/viewer of the articles, but keeping things clean and organized is a must in t Lire la suite

Répondre Idée Knowledge Base tags

36 Mentions J'aime

15 Réponses

bsm007

Contributeur

Juillet 25, 2022

I really like the ideas from @TommasoSpagnoli At the least, we need to be able to edit and delete tags. Tags seem not well thought-through by...Lire la suite

Stanczak le Octobre 19, 2017

Delete or clear specific values from multiple checkbox property fields

We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati Lire la suite

Répondre Idée Contacts & Companies Deals Workflows

131 Mentions J'aime

41 Réponses

bsm007

Contributeur

Juillet 18, 2022

We would like to see this as well.

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