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DWohlers
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Member since ‎Feb 23, 2022
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  • Upvotes Given
    32
  • Upvotes Received
    15
  • Ideas
    3

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Derek Wohlers

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sbacookie on February 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more
Reply Idea Tickets
182 upvotes
57 Replies
DWohlers
Member
July 19, 2023
This would provide HUGE value. Often we are working similar issues with different customers, and the ability to link tickets on the same issue would...read more
BradCarter on July 24, 2019
organise/arrange contacts on company record
I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevan read more
Reply Idea Contacts & Companies
285 upvotes
110 Replies
DWohlers
Member
June 12, 2023
@Dylan Given this is up to 200+ upvotes, will this get a second consideration? I can't imagine that with this much support this would remain as so...read more
nc_3manfactory on August 09, 2022
Insert proposed times meeting function allow more than 1 hour duration
The 'insert proposed times' meeting function is great but at the moment is limited to a maximum of 1 hour duration. This means that it can't be used to schedule longer sessions for things like workshops or detailed reviews. Impact: longer meeti read more
Reply Idea Meetings Sales Email Extensions & Add-Ins
29 upvotes
11 Replies
DWohlers
Member
May 11, 2023
Came here to put in this very request. We often (actually very often) have customer meetings that last for anywhere from 90 minutes to 3 hours. Wou...read more
JRoberts3 on January 06, 2022
Custom Duration Option in Propose Meeting Times Via Email Function
The Propose Meeting Times by Email function is limited to just 4 durations of 15,30,45, & 60 minutes. There should be an option to add a custom meeting duration as in person meetings are often a longer duration than 60 minutes. I see the bi read more
Reply Idea Meetings
23 upvotes
5 Replies
DWohlers
Member
February 06, 2023
Yes, more times should be availble. Often my team will schedule 1.5 and 2 hour working session meetings, but are unable to use this feature to do so...read more
DWohlers on October 26, 2022
Add checklist functionality on Service Tickets
It would be of HUGE value to have the ability to add a checklist on a service ticket. I have several use cases: 1. We utilize service tickets to track our product implementations. Because there are way to many steps in our process to have them read more
Reply Idea Tickets
3 upvotes
2 Replies
DWohlers on October 24, 2022
Create a new Service Ticket if an email reply comes on a ticket that is in a "Closed" status
We would love the ability to have a setting where, when a Service Ticket has been set to a status of "Closed", if an email reply comes on the conversation associated with the ticket, a new ticket is opened, and it has an association to the closed ti read more
Reply Idea Tickets
8 upvotes
1 Reply
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