bsm007

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DiegoPI 6月 11日, 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 続きを読む

返信アイデア Meetings

805 いいね！

282 コメント

bsm007

投稿者

1月 16日, 2023

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

DiegoPI 6月 11日, 2018

Customize Meeting Reminder & Meeting Booked Emails

返信アイデア Meetings

805 いいね！

282 コメント

bsm007

投稿者

1月 16日, 2023

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

bsm007 10月 01日, 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.

返信アイデア Meetings

1 いいね！

0 コメント

解決済み

kelliego11 8月 26日, 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? 続きを読む

返信ディスカッション Conversations

2 いいね！

9 コメント

bsm007

投稿者

8月 01日, 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...続きを読む

DannyH 8月 17日, 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 So misspelled or out of date tags can still be used by the article creators.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 続きを読む

返信アイデア Knowledge Base tags

36 いいね！

15 コメント

bsm007

投稿者

7月 25日, 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...続きを読む

Stanczak 10月 19日, 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 続きを読む

返信アイデア Contacts & Companies Deals Workflows

133 いいね！

41 コメント

bsm007

投稿者

7月 18日, 2022

We would like to see this as well.

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