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TimWheeler79
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Membre depuis ‎mars 31, 2021
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  • Mentions J'aime obtenues
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  • Idées
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Tim Wheeler

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usmiclow le Octobre 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 Lire la suite
Répondre Idée Calling Contacts & Companies
467 Mentions J'aime
159 Réponses
TimWheeler79
Membre
Janvier 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...Lire la suite
KevinFMTV le Juin 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Lire la suite
Répondre Idée Workflows
444 Mentions J'aime
137 Réponses
TimWheeler79
Membre
Décembre 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...Lire la suite
KevinFMTV le Juin 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Lire la suite
Répondre Idée Workflows
444 Mentions J'aime
137 Réponses
TimWheeler79
Membre
Décembre 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...Lire la suite
KevinFMTV le Juin 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Lire la suite
Répondre Idée Workflows
444 Mentions J'aime
137 Réponses
TimWheeler79
Membre
Décembre 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...Lire la suite
raffa_gaia le Août 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 Lire la suite
Répondre Idée Workflows
4 Mentions J'aime
1 Réponse
TimWheeler79
Membre
Décembre 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...Lire la suite
FelipeFelix le Juillet 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 Lire la suite
Répondre Idée Workflows
89 Mentions J'aime
31 Réponses
TimWheeler79
Membre
Novembre 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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