Member since ‎Jan 3, 2022
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Melissa Hiatt

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mfinocchiaro on March 03, 2017
We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked d read more
155 Replies
March 20, 2024
Agreed! I was very surprised that this feature did not already exist. We should be able to track the number of times a document is downloaded and more
02528 on January 04, 2024
Workflows used to have the re-enrollment feature in the settings, but recently it was changed to only be an option for workflows with automatic triggers. I regularly have to use workflows where I do not have a trigger and I manually enroll the conta read more
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SHirvonen on March 03, 2021
For marketing purposes: we would have had a need for the following form property functionality which is not currently possible, but would maybe be needed by other users as well , so just as an idea for you: On a form, if I have a prop read more
1 Reply
November 14, 2023
I also am in need of this functionality. Our Company has several products that clients asked for quotes/estimates on and We would like to streamline more
Sossy on October 21, 2019
We have recently added the file upload option to a Lead Capture form, but this is buried in the contact properties and is not exactly user friendly to access, especially on mobile. Is it possible to have this file automatically show as an attach read more
38 Replies
November 06, 2023
This is highly needed for my company. We request Quote information and having it show as an attachment in the contact record would be way more more
AHuntington on September 06, 2022
There needs to be an option for credit card payment fees to be passed onto the customer. We would like to offer credit card payments as a option but want to be able to notify the customer that if they use a cc then there is a fee attached. And the read more
18 Replies
November 15, 2022
Currently, it is not possible to charge customers a processing fee when they use credit cards to pay. So that means we loose 2.9% in fees from more
eberkes on June 21, 2017
I would love the option to archive contact lists . Currently, we can only "clean up" by moving things into folders (we have about 20, and I don't use them because searching is faster). If it were up to me, I would delete lists we are not usin read more
23 Replies
November 10, 2022
Would love to have this. The only way to clean up the lists is to use folders or delete them. I much rather be able to archive them.
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