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amanda-robo
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Member since ‎May 11, 2021
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Activity

KatieMcCauley on September 10, 2019
Outlook for Mac user without Office 365
The inbox connection features are great, but we have several sales team members using Macs, and our company does not have Office 365. I would like to see an inbox connection option available for Outlook for Mac users who are not hosted by Office 365 read more
Reply Idea Integrations
49 upvotes
15 Replies
amanda-robo
Participant
November 22, 2022
My organization will also need this feature as some users are using outlook on Mac for their day to day processes. It is very inconvenient for them t...read more
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
204 upvotes
37 Replies
amanda-robo
Participant
February 14, 2022
I would also find this feature helpful to connect a custom object with the correct contacts and companies automatically. In my case, the creator emai...read more
ilushka85 on July 08, 2020
API for Create Quote
Currently it says that the create quote api is not available according to the documentation yet some posts on the forum alluded that it is? Is it available? if not when will it be?
Reply Idea Deals
14 upvotes
6 Replies
amanda-robo
Participant
December 09, 2021
+1 to this thread. We would also like to see this functionality added in to the quotes API soon
Solved
SteveMatlick on October 19, 2019
Contact 'Became a' dates - copy to Company
Hi, I was in the process of building out workflows that would copy a 'Became a' date from an associated contact to a custom Company property if it is unknown at the company level. This would allow us to capture at the company level WHEN the com read more
Reply Discussion Companies Contacts
1 upvote
5 Replies
amanda-robo
Participant
September 10, 2021
What should we do about this if we want to copy the backlog of this from contacts that have the date known to companies where it is unknown? Woud it ...read more
jfreeley on February 08, 2021
Start meetings on the hour
Support rep logging for a customer. We are looking for a way to force meetings to start on the hour. As it currently stands, as long as the buffer period has passed after the last meeting, a new meeting may be booked, even if it is not on the ho read more
Reply Idea Meetings
26 upvotes
14 Replies
amanda-robo
Participant
September 03, 2021
We also would like to see this feature added in. Having external meetings start on the quarter hour is odd and we've had multiple people reach out sa...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
407 upvotes
120 Replies
amanda-robo
Participant
August 03, 2021
This feature is desperately needed. Especially in the case of form fill outs and keeping a history of what was logged in properties in the past. I fi...read more
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