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Nishan Hettige

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nicolerohrer en Octubre 13, 2020
Some users use an alias email address for sending and want the From name to be customized based on the context of how they are using that address. In Gmail, you can customize the From name based on Alias and users would like to replicate that in Hub Leer más
25 Me gusta
9 Respuestas
Abril 27, 2023
Must have feature. Idea submitted in Oct 2020, not sure why this didn't get attention yet..
NHettige en Diciembre 16, 2022
I am wondering if you have any plans to expand the company search parametres to look up for custom properties? In our use case, we have a custom property for 'trading name' where as the 'company name' default property is used to store the legal name Leer más
5 Me gusta
2 Respuestas
Cherisse en Abril 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Leer más
531 Me gusta
159 Respuestas
Abril 27, 2022
This would be great to have! Our use case is below; Apart from the sales generaded by sales team, there are self applied customers that go st...Leer más
hhiggins en Octubre 03, 2019
It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/u Leer más
Abril 27, 2022
JoeDavies en Septiembre 24, 2021
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t Leer más
Febrero 14, 2022
Hundred percent agreed with you two! Ours into educational services, so clients decide the product in the middle of the pipeline, not necessarily in ...Leer más
RyanAbilar en Noviembre 04, 2021
Hi team, I noticed that required properties are not respected during an import. I realized this specifically in the "Email" property when I checked how much contacts we have right now without the said data. Surprisingly! We have quite a huge am Leer más
7 Me gusta
3 Respuestas
Enero 10, 2022
This is definitely needed to maintain proper control! I hope the development team would take this up soon.
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