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TMortensen
Participante | Partner
Miembro desde ‎abr 29, 2021
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Trent Mortensen

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MHaverly en Abril 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 Leer más
42 Me gusta
20 Respuestas
Participante | Partner
Abril 11, 2024
This is a very basic functionality that really needs to be in place. I was surprised that it isn't.
nathanparis en 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 Leer más
918 Me gusta
304 Respuestas
Participante | Partner
Septiembre 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....Leer más
nathanparis en 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 Leer más
918 Me gusta
304 Respuestas
Participante | Partner
Septiembre 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....Leer más
Resuelta
keriestewart en Julio 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 Leer más
1 Me gusta
6 Respuestas
Participante | Partner
Julio 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...Leer más
spatrizi en 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 Leer más
82 Me gusta
50 Respuestas
Participante | Partner
May 03, 2021
Yes, please add this feature or let us know where it is found.
Resuelta
RyanR en Marzo 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 Me gusta
5 Respuestas
Participante | 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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