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DNichols
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Member since ‎Feb 1, 2022
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Daniel Nichols

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Activity

nia_fru on September 17, 2020
Allow Meeting Links sent from Tickets to auto-associate resultant Meetings with the Ticket
Often, Tickets need to be resolved over a screenshare, and Meetings have been invaluable in making that easier. However, when the Meeting is booked, it ends up only associated with the Company and the Contact. If working off the Ticket alone, as mos read more
Reply Idea Meetings Tickets
32 upvotes
11 Replies
DNichols
Participant
September 12, 2023
Our users want this as well!
TimB-Crave on December 23, 2021
proposed meeting times in an email function
This new function is great - but it misses the basics available with the regular meeting booker. 1. the owner needs to get a notification that a meeting has been booked 2, add reminders that a meeting has been booked need to be send to the other read more
Reply Idea Meetings
40 upvotes
18 Replies
DNichols
Participant
September 12, 2023
Support rep found these two related links helpful for anyone following along: Community post: Automatic association of meetings to tickets Idea: ...read more
TimB-Crave on December 23, 2021
proposed meeting times in an email function
This new function is great - but it misses the basics available with the regular meeting booker. 1. the owner needs to get a notification that a meeting has been booked 2, add reminders that a meeting has been booked need to be send to the other read more
Reply Idea Meetings
40 upvotes
18 Replies
DNichols
Participant
September 12, 2023
Support rep found these two related links helpful for anyone following along: Community post: Automatic association of meetings to tickets Idea: ...read more
TimB-Crave on December 23, 2021
proposed meeting times in an email function
This new function is great - but it misses the basics available with the regular meeting booker. 1. the owner needs to get a notification that a meeting has been booked 2, add reminders that a meeting has been booked need to be send to the other read more
Reply Idea Meetings
40 upvotes
18 Replies
DNichols
Participant
September 12, 2023
Support rep found these two related links helpful for anyone following along: Community post: Automatic association of meetings to tickets Idea: ...read more
Sossy on October 21, 2019
File Uploads as Attachments
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
Reply Idea attachments Forms
103 upvotes
32 Replies
DNichols
Participant
May 25, 2023
It's good to know a 3rd party solution is available to associate file attachments from native forms, but I'd prefer not to find out how my boss would...read more
Sossy on October 21, 2019
File Uploads as Attachments
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
Reply Idea attachments Forms
103 upvotes
32 Replies
DNichols
Participant
May 25, 2023
It's good to know a 3rd party solution is available to associate file attachments from native forms, but I'd prefer not to find out how my boss would...read more
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