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TimWheeler79
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コミュニティー参加日： ‎3 31, 2021
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Tim Wheeler

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アクティビティ

usmiclow 10月 20日, 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 続きを読む
返信 アイデア Calling Contacts & Companies
465 いいね！
159 コメント
TimWheeler79
メンバー
1月 12日, 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...続きを読む
KevinFMTV 6月 28日, 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 続きを読む
返信 アイデア Workflows
443 いいね！
137 コメント
TimWheeler79
メンバー
12月 24日, 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...続きを読む
KevinFMTV 6月 28日, 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 続きを読む
返信 アイデア Workflows
443 いいね！
137 コメント
TimWheeler79
メンバー
12月 24日, 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...続きを読む
KevinFMTV 6月 28日, 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 続きを読む
返信 アイデア Workflows
443 いいね！
137 コメント
TimWheeler79
メンバー
12月 24日, 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...続きを読む
raffa_gaia 8月 04日, 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 続きを読む
返信 アイデア Workflows
4 いいね！
1 コメント
TimWheeler79
メンバー
12月 21日, 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...続きを読む
FelipeFelix 7月 08日, 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 続きを読む
返信 アイデア Workflows
89 いいね！
31 コメント
TimWheeler79
メンバー
11月 05日, 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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