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TMcAllister
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Member since ‎Feb 11, 2022
  • solutions
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  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    62
  • Ideas
    2

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Tom McAllister

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Participant
March 09, 2023
This is needed! I'm tired of tagging multiple people to see what i'm commenting in a record
Participant
June 02, 2022
It would be nice to have a little extra control as a super admin over the setup of team and/or user accounts so that I can add the necessary integrat...read more
TMcAllister on May 24, 2022
In similar fashion to enabling alerts for duplicate contact and/or company records, it would be helpful to have the same option for "Fix Formatting Issues". I'm not familiar with any solutions at the moment that notifies me if there are questionable read more
Participant
May 24, 2022
Is there a good example of such a workflow?
Solved
TMcAllister on May 16, 2022
It would be awesome if we had the ability to set limits on the quantity of records a user can import at once. I'm currently dealing with a situation where someone on my team imported a list of 6,000 contacts (many of which were existing clients) and read more
TMcAllister on February 11, 2022
My customer success team likes to use colors like green, yellow, and red to indicate the health of an account. It would be helpful if we could create properties that allow us to use colors as the label so we can see which accounts are in good health read more
163 upvotes
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