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Janehayes
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Member since ‎Jun 9, 2021
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Janehayes
Member
May 05, 2023
Reply to Edit Became a "Lifecycle Stage" Date
+1 to this! We haven't been using this field in the past, but have all this data stored elsewhere. I'd like to start using these fields to capture ou...read more
Janehayes
Member
December 14, 2022
Reply to Creating Mandatory Properties in Custom Objects
Yes would love this!
Janehayes on September 15, 2022
Regularly updating blank deal properties with known company properties
Hi all! I have a problem that I think needs some crafty problem-solving minds. We track all of our expansions through the deals in an expansions pipeline. We have some customers who ask for new seats or add-ons pretty regularly, so we'll end up read more
Reply Discussion Automation
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Janehayes
Member
July 14, 2022
Reply to Set Association Labels On Records via a Workflow
Please make this a feature! Associations labels are not helpful to us unless we can set them automatically
Janehayes
Member
December 03, 2021
Reply to Fix the styling on Playbooks
I agree that better formatting is a must-have. It's so weird that the when updating record properties in playbooks the first verbiage that you see is...read more
Janehayes
Member
October 25, 2021
Reply to Ticket search to include email content
Would love to be able to search the email body of tickets! We're looking to understand how many of the email responses include a link to the help cen...read more
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