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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
0 upvote
0 Reply
NatHiggins on February 09, 2021
Associate New Conversation to Existing Ticket within the Inbox
Our clients often send emails about existing issues but email us via a new email thread. This means that the new Conversation in the Inbox is not associated with the existing Ticket in which the issue is being discussed internally. Right now, read more
Reply Idea Conversations
254 upvotes
75 Replies
AStewart46
Member
January 31, 2023
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
TuffaCharlie on December 07, 2020
Automatically add lines to quote based on specific line items
When creating a quote and adding a line item, we'd like HS to automatically add in related products, or a comment line or specific text. There are many instances where we are having to quote multiple items in order to show a client what optiona read more
Reply Idea Products and Quotes
12 upvotes
4 Replies
AStewart46
Member
August 14, 2022
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
mcaillault on August 09, 2022
Marking the quote that will mostly be approved
Hello, I'm posting this idea on the behalf of a user. The feature request is that it would be very useful to have the option to mark the quote with some label. Basically, the needs would be to clone a quote within a single deal to represent read more
Reply Idea Products and Quotes
1 upvote
1 Reply
AStewart46
Member
August 09, 2022
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.
Brycelbrewer on October 19, 2018
Quotes - Add Sections w/ Editable Titles and Sub-Totals
We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to ad read more
Reply Idea Products & Quotes
76 upvotes
26 Replies
AStewart46
Member
August 07, 2022
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
ihojl on July 26, 2022
Allow SKU to be used as Unique Identifier for Updating Products
Submitting on behalf of a customer: SKUs are commonly used as a product's identification code elsewhere. It would be great to allow SKU's to be used as a unique identifier (such as with email for Contacts) when importing or updating products.
Reply Idea Imports & Exports
3 upvotes
1 Reply
AStewart46
Member
July 26, 2022
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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