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aljones
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Member since ‎Oct 7, 2021
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Allison Jones

I enjoy problem solving projects and working in dynamic and culturally diverse environments. My role as a Business Data Analyst allows me to use my analytical skills and international experience to help maintain and improve performance of the processes and procedures and develop the relationships within our company and externally.

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Solved
aljones on October 14, 2022
Can no longer change the Ticket Pipeline at form entry
Since last week all of our forms have been defaulted to our first Ticket Pipeline, and we cannot see a way to change the defaul pipeline in the various screens. It just round robins us back in circles and there is no way we can remove the form submi read more
Reply Discussion
0 upvote
4 Replies
aljones
Contributor
October 17, 2022
@TiphaineCuisset yes we used the help. The UI for assigning form to ticket pipeline changed and reset all of our forms to our primary pipeline, but...read more
Solved
aljones on October 14, 2022
Can no longer change the Ticket Pipeline at form entry
Since last week all of our forms have been defaulted to our first Ticket Pipeline, and we cannot see a way to change the defaul pipeline in the various screens. It just round robins us back in circles and there is no way we can remove the form submi read more
Reply Discussion
0 upvote
4 Replies
aljones
Contributor
October 17, 2022
@TiphaineCuisset yes we used the help. The UI for assigning form to ticket pipeline changed and reset all of our forms to our primary pipeline, but...read more
paytek_haley on December 22, 2020
Limit who can create new object records (companies, deals, contacts, etc)
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Reply Idea Account Settings Contacts & Companies Deals
122 upvotes
44 Replies
aljones
Contributor
April 22, 2022
We desperately need this functionality.
Solved
KatrinaS on January 22, 2019
Ability to add links to internal notifications in deal-based workflows
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow. We'd like to add in a link in the internal email notification so that people can go in an read more
Reply Discussion
4 upvotes
13 Replies
aljones
Contributor
January 13, 2022
yes - this doesn't work anymore. does anyone else have a solution?
Kgibson on March 20, 2019
Ticket and Contact tokens available in workflows for notifcations
Currently, there is an ability to use a contact based workflow to send a notification about a ticket being submitted, but it would lack information about the ticket. On the other hand, there is an ability to send a notification about a new ticket, b read more
Reply Idea Workflows
34 upvotes
15 Replies
aljones
Contributor
January 13, 2022
any update on this ... I really need it
aljones on November 22, 2021
Created YoY analysis by month using Pivot Table Report
This seems like a really simple thing we should be able to do - I am creating a pivot table report that compare YoY cumulative # and value by month. However, when I build the table like I would any other report - it splits the monthly by month + yea read more
Reply Discussion Reports
0 upvote
1 Reply
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