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BHastingsDRF
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Membre depuis ‎nov. 18, 2021
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  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Ben Hastings

Paramedic turned "corporate guy" doing health software sales. Professional interests in CRM suites, data analytics, healthcare solutions and healthcare IT.

Activité

BHastingsDRF le Avril 19, 2022
Simplify Contact Association/Adding
You have created an unnecessarily clunky workflow in adding contacts to an existing Company record. From within an existing Company page, hit "+Add" to contacts. It automatically deploys you on Associate Existing. Now you are faced with a choi Lire la suite
Répondre Idée Contacts & Companies
1 Mention J'aime
1 Réponse
BHastingsDRF le Avril 19, 2022
Object Quick Add in UI Ribbon
Hi -- I think it would be wildly helpful to have a quick add + button in the top ribbon that prompts a slide out for that object record so you can create "on the fly." Example: I am often on say an Copmany page. I use the Super Search at the t Lire la suite
Répondre Idée Contacts & Companies
0 Mention J'aime
0 Réponse
Résolues
BHastingsDRF le Novembre 18, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky fi Lire la suite
Répondre Discussion Companies Sales
0 Mention J'aime
2 Réponses
BHastingsDRF
Participant
Novembre 19, 2021
Thank you @karstenkoehler ! New to the site and was moving fast... I was trying to find that space but somehow ended in the wrong one. Here i...Lire la suite
BHastingsDRF le Novembre 19, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky Lire la suite
Répondre Idée Contacts & Companies
8 Mentions J'aime
1 Réponse
Résolues
BHastingsDRF le Novembre 18, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky fi Lire la suite
Répondre Discussion Companies Sales
0 Mention J'aime
2 Réponses
BHastingsDRF
Participant
Novembre 19, 2021
Thank you @karstenkoehler ! New to the site and was moving fast... I was trying to find that space but somehow ended in the wrong one. Here i...Lire la suite
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