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TimWheeler79
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Member since ‎Mar 31, 2021
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Activity

usmiclow on October 20, 2017
Automatic Phone Number Formatting
When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau read more
Reply Idea Calling Contacts & Companies
479 upvotes
162 Replies
TimWheeler79
Member
January 12, 2022
@BuyGoldAndBTC , you can handle a multitude of actions with Zapier, but do you really want to pay for 2 zaps for every instance? We're talking about...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
498 upvotes
149 Replies
TimWheeler79
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
498 upvotes
149 Replies
TimWheeler79
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
498 upvotes
149 Replies
TimWheeler79
Member
December 24, 2021
On the other hand @Slim-Ben-Salah , your explanation of how to accomplish this, demostrates how ridiculously complicated it would be to build a work...read more
raffa_gaia on August 04, 2020
Ability to use workflow to copy Call Notes into Service Ticket
Currently it is possible to set a workflow to create a service ticket whenever it is detected that a contact has a call note. However, it is not possible to actually copy the call note itself into the service ticket. This implies manual work for o read more
Reply Idea Workflows
4 upvotes
1 Reply
TimWheeler79
Member
December 21, 2021
I have a somewhat different usecase, but the idea is still the same. It would be nice to access certain call properties for use in other areas. For m...read more
FelipeFelix on July 08, 2020
Looping workflows
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
Reply Idea Workflows
91 upvotes
31 Replies
TimWheeler79
Member
November 05, 2021
Seriously? Are we now going to roll every new feature into Operations Hub so that no one can afford to access them?
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