Member since ‎Jun 9, 2021
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Jane Hayes

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HBruce on February 22, 2022
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
December 14, 2022
Yes would love this!
Janehayes on September 15, 2022
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
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NicoleSengers on February 21, 2022
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
133 Replies
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
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
19 Replies
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 more
bcarter on November 19, 2019
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
24 Replies
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 more
tmccoy on May 26, 2021
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
20 Replies
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 more
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