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M4tr1xN30
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Miembro desde ‎oct 18, 2021
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bfelker en Febrero 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?
Responder Idea Calling Contacts & Companies
223 Me gusta
102 Respuestas
M4tr1xN30
Colaborador
Junio 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...Leer más
maris7 en Octubre 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 Leer más
Responder Idea File Manager
111 Me gusta
49 Respuestas
M4tr1xN30
Colaborador
Junio 15, 2022
@cacosta thanks for the info and update. Looking forward to this being rolled out.
maris7 en Octubre 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 Leer más
Responder Idea File Manager
111 Me gusta
49 Respuestas
M4tr1xN30
Colaborador
Junio 15, 2022
@cacosta thanks for the info and update. Looking forward to this being rolled out.
Resuelta
M4tr1xN30 en May 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 Leer más
Responder Conversación Companies Contacts CRM Enterprise File Manager
3 Me gusta
10 Respuestas
M4tr1xN30
Colaborador
May 27, 2022
Thanks for your reply and for your time in looking at this 🙂
Resuelta
M4tr1xN30 en May 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 Leer más
Responder Conversación Companies Contacts CRM Enterprise File Manager
3 Me gusta
10 Respuestas
M4tr1xN30
Colaborador
May 27, 2022
Thanks for your reply and for your time in looking at this 🙂
SriProduct en Enero 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.
Responder Idea Custom Objects
8 Me gusta
5 Respuestas
M4tr1xN30
Colaborador
May 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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