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VGilzean
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Member since ‎Oct 29, 2021
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Valerie Gilzean

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VGilzean on December 20, 2021
Freely move cards in deal stages
Rather than "sorting" cards by fields, it would be great to have the ability to freely move them within the stages. Currently, the only way to truly organize the cards is by the date it's created since it often reverts back to that view, and do read more
Reply Idea Deals
1 upvote
0 Reply
VGilzean on December 10, 2021
Create a contact based off another contact or company
It would be great if we could quickly duplicate a contacts records or create a contact based off the information of another contact/companies information. For example: When a new employee is hired at a company most of the information is the sam read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
VGilzean on December 10, 2021
Ability to send invites for in-person meetings
Not all of our meetings are virtual. It would be great to have the ability to schedule time for in-person meetings (with a place to add a location) through the meetings scheduler.
Reply Idea Meetings
1 upvote
2 Replies
VGilzean on November 23, 2021
Allow for uploading file path locations in the attachment section of a contact/company/deal record
It would be great if when attaching files to contacts, companies, and deals, we could attach a file location rather than just individual files themselves. Our company uses One Drive (the windows desktop version) to house all of our files. When read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
VGilzean on November 19, 2021
Snippets in Social Posts
It would be great if we could create snippets for use in social posts. For example, when creating instagram posts I have a number of hashtags I use over and over again. If I could have a snippet saved that would add those I wouldn't have to copy and read more
Reply Idea Social Media
5 upvotes
1 Reply
VGilzean on November 04, 2021
Ability to hide blank properties in the main "about this contact" view
It would be great to be able to hide blank properties in the the main "about this contact" section to make it easier to see necessary information quickly. I work for a manufacturing company and we use a form with conditional logic on our websit read more
Reply Idea Contacts & Companies Properties
6 upvotes
2 Replies
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