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M4tr1xN30
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Mitglied seit ‎Okt 18, 2021
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bfelker on Februar 21, 2018
Make Call Outcome required
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
Antworten Idee Calling Contacts & Companies
223 Likes
102 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Juni 23, 2022
Wow - Not currently planned? We've seen ideas with less upvotes, being implemented. I wish I could say I'm shocked, but I'd be lying. P...Beitrag ansehen
maris7 on Oktober 14, 2019
Restrict access to File Manager
Hi, The File area should give the ability to restrict access to folders based on Users&Team, so that the sales team do not messes with marketing files, and some content can be restricted based on users or team ex: area for investors -> fil Beitrag ansehen
Antworten Idee File Manager
111 Likes
49 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Juni 15, 2022
@cacosta thanks for the info and update. Looking forward to this being rolled out.
maris7 on Oktober 14, 2019
Restrict access to File Manager
Hi, The File area should give the ability to restrict access to folders based on Users&Team, so that the sales team do not messes with marketing files, and some content can be restricted based on users or team ex: area for investors -> fil Beitrag ansehen
Antworten Idee File Manager
111 Likes
49 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Juni 15, 2022
@cacosta thanks for the info and update. Looking forward to this being rolled out.
Gelöst
M4tr1xN30 on Mai 26, 2022
Open attachments in external viewer?
Hi All. Apologies if this has been asked/answered elsewhere. I can't seem to find anything that answers my question. Is there any way of opening attachments added to a company or contact page, open in an external editor? Currently, if we wan Beitrag ansehen
Antworten Diskussion Companies Contacts CRM Enterprise File Manager
3 Likes
10 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Mai 27, 2022
Thanks for your reply and for your time in looking at this 🙂
Gelöst
M4tr1xN30 on Mai 26, 2022
Open attachments in external viewer?
Hi All. Apologies if this has been asked/answered elsewhere. I can't seem to find anything that answers my question. Is there any way of opening attachments added to a company or contact page, open in an external editor? Currently, if we wan Beitrag ansehen
Antworten Diskussion Companies Contacts CRM Enterprise File Manager
3 Likes
10 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Mai 27, 2022
Thanks for your reply and for your time in looking at this 🙂
SriProduct on Januar 09, 2022
Copying an Excel table with formatting
When we do CMD+C from Excel and CMD+V onto the Compose/Create email button on Sales/Service/Marketing, We should be able to copy the formatting, bars and spacing automatically.
Antworten Idee Custom Objects
8 Likes
5 Antworten
M4tr1xN30
Mitwirkender/Mitwirkende
Mai 26, 2022
This is a must for us. We have many teams who need to paste table data from excel to an email.
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