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JSoave
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Member since ‎May 8, 2021
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Jay Soave

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Activity

sharPTPA on August 11, 2021
Tasks lists - Ability to save default views
I like to see my tasks as "all due in last 30 days" but there is no way to save a view and it always sorts it by oldest to newest. Would love it to: 1)Sort by most recent by default 2)Allow people to save a default taks view (all tasks within x read more
Reply Idea Tasks
53 upvotes
9 Replies
JSoave
Participant
August 08, 2022
This should be easy enough to do - it can already be done with contact and deal tabs.
jwatson on November 01, 2018
Log emails on mobile platforms (android/ios)
Hello, would be great if you could extend the same email logging/tracking to the mobile platforms. My company uses exclusively Android, and we have an unpredicable break in the the chain when emailing from Mobile. I cannot yet identify which incom read more
Reply Idea Mobile Applications
436 upvotes
164 Replies
JSoave
Participant
August 14, 2021
How is this not part of your system? This is very frustrating in today's world. Do I need to tell you people use their phones quite a bit for work, p...read more
Solved
Christy007 on September 25, 2020
A Form that Creates a Deal
It it possible to have a form that creates a deal in a designated pipeline when submitted?
Reply Discussion
11 upvotes
16 Replies
JSoave
Participant
May 08, 2021
Matt, we have certain contacts/leads that are deal related (and others that are not) so I created a workflow to create a "deal" if deal criteria are ...read more
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