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Janehayes
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Member since ‎Jun 9, 2021
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Jane Hayes

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HBruce on February 22, 2022
Creating Mandatory Properties in Custom Objects
We have created a Custom Object for Sales Tickets and use a pipeline BUT we are not able to make any properties mandatory unless its at the creation stage. We want to be able to make certain properties mandatory at certain pipeline stages. For read more
Reply Idea Account Settings Custom Objects Properties
72 upvotes
23 Replies
Janehayes
Member
December 14, 2022
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
0 upvote
1 Reply
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
451 upvotes
133 Replies
Janehayes
Member
July 14, 2022
Please make this a feature! Associations labels are not helpful to us unless we can set them automatically
romi on August 26, 2020
Fix the styling on Playbooks
The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc. But at a minimum please make the size of the fonts re read more
Reply Idea Playbooks
44 upvotes
19 Replies
Janehayes
Member
December 03, 2021
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
bcarter on November 19, 2019
Ticket search to include email content
Currently the search function for tickets only displayes results based on the name of a ticket. Quite often when searching for a ticket/email the title is not known, which leads to frustration. The solution I have found is to search via contact in read more
Reply Idea Tickets
88 upvotes
24 Replies
Janehayes
Member
October 25, 2021
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
tmccoy on May 26, 2021
Call and meeting type set via workflow
In workflows, it would be great to have a way to populate/set the call and meeting type. Currently, since this type is not a regular property, there doesn't seem to be a way to set it. When I submitted a support ticket on this, I was told: "s in read more
Reply Idea Workflows
66 upvotes
20 Replies
Janehayes
Member
October 19, 2021
This would be great to have! I would love to automate the setting of call types for a meeting that takes place based on what pipeline & stage the...read more
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