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TMortensen
Participant | Partner
Member since ‎Apr 29, 2021
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Trent Mortensen

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Activity

MHaverly on April 12, 2023
Regarding the checkboxes on the left-hand side, in multiple areas (contacts page, companies page, tasks, lists, etc.): The ability to select one, scroll down, hold shift, and select another so that it selects all in between the first box and last bo read more
39 upvotes
19 Replies
Participant | Partner
April 11, 2024
This is a very basic functionality that really needs to be in place. I was surprised that it isn't.
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
583 upvotes
167 Replies
Participant | Partner
September 13, 2022
I would also like the ability to have notes that you can pin as part of a workflow. It would also be helpful if we could insert fields into the note....read more
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
356 upvotes
114 Replies
Participant | Partner
June 30, 2022
I also want the ability to create notes in a Workflow, especially notes that are automatically pinned at the top of the object. Our use case is clear...read more
Solved
keriestewart on July 21, 2018
is it possible to run a report/ identify contacts that do/do not have an open task? this would be so helpful. I run reports to check if any contacts have fallen through the cracks. eg - filter by status, lifecycle stage, are they in a sequenc read more
1 upvote
6 Replies
Participant | Partner
July 07, 2021
I had the same question and did this to create the report you mentioned: Reports > Create custom report Cross-object report Choose both con...read more
spatrizi on May 26, 2020
It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it. The preview pane is helpful, but I often have property read more
82 upvotes
50 Replies
Participant | Partner
May 03, 2021
Yes, please add this feature or let us know where it is found.
Solved
RyanR on March 24, 2017
I have been adding companies manually and then from the company page adding new contacts. The problem I am having is that when the "Contacts" page is selected in a list view, all of the companies are blank. Am I missing something?
0 upvote
5 Replies
Participant | Partner
May 03, 2021
Having this same issue. @nicolebrenner , the associated company field is grayed out when trying to add to a report. Any fixes on this?
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