BReis

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Brandon Nestor Reis

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BReis

Member

June 22, 2023

Reply to Allow for "Phone Number" format on Custom Properties

@ARiedel7 but are you able to add additional phone number properties to a form? or, do you just mean secondary numbers in the main phone number pro...read more

BReis

Member

June 22, 2023

Reply to Allow for "Phone Number" format on Custom Properties

Yes, please – seems relatively low-lift, and a huge need for us.

BReis on April 20, 2023

More Transparency on Workflow-Generated Activities, under "History"

When building out workflows (and, the required workflow auditing involved as a business's needs change), it would be nice to view from an Activity generated by automation which workflow created the Task/Updated the Property, etc. Currently, "Histor read more

Reply Idea Workflows

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BReis on April 13, 2023

Expand "Comparison" Tools in Reports

We rely heavily on the comparison tools for our Sales team when creating custom reports. These reports would add even more value if we could add a "This Time Last Month" option, rather than a blanketed "Last Month" comparison. Same can be said for Y read more

Reply Idea Dashboards & Reports

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BReis on April 13, 2023

Expand Comparison Reporting Tools

Reply Idea Dashboards & Reports

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