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AStewart46
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Member since ‎Nov 15, 2021
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Andrew Stewart

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AStewart46 on May 31, 2023
Clear and direct access to line items on a deal
Currently the deal screen does not allow you to show line item detail in the body/middle section - it's only visible on the right panel. This makes it extremely difficult to see these items (we have long product names - so most are displayed wit read more
Reply Idea Deals
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AStewart46
Member
January 31, 2023
Reply to Associate New Conversation to Existing Ticket within the Inbox
We have shared inboxes that receive emails from generic email addresses. We need to be able to associate these emails to the contact this email rela...read more
AStewart46
Member
August 14, 2022
Reply to Automatically add lines to quote based on specific line items
My use-case is similar: I want to be able to add comments within the body of the quote - in between products. These don't need to be automatic based ...read more
AStewart46
Member
August 09, 2022
Reply to Marking the quote that will mostly be approved
Like it! Would be good if the estimated value of the deal within the pipeline was based on the value of this 'most-likely' quote too.
AStewart46
Member
August 07, 2022
Reply to Quotes - Add Sections w/ Editable Titles and Sub-Totals
Our quotes often contain two main types of items, Professional Development and Publications. Our customers are used to seeing sub-totals within the q...read more
AStewart46
Member
July 26, 2022
Reply to Allow SKU to be used as Unique Identifier for Updating Products
SKU is a unique identifier (i.e., you can't have two products with the same SKU) but the import tool doesn't use this as an alternative unique key (...read more
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