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Janehayes
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Member since ‎Jun 9, 2021
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Jane Hayes

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KSalako on January 23, 2023
Edit Became a "Lifecycle Stage" Date
I know documentation says the values for "became a lead date" and other lifecycle stages can't be updated, but can they become editable? Any mistaken updates to a contact's lifecycle stage will require someone to manually update the stages the day o read more
Reply Idea Analytics Tools
16 upvotes
3 Replies
Janehayes
Member
May 05, 2023
+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
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
84 upvotes
34 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
963 upvotes
252 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 27, 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
48 upvotes
20 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
101 upvotes
29 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
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