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CvanNiekerk
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Member since ‎Mar 14, 2022
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CF van Niekerk

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Activity

liangsj on March 19, 2020
Save 'Team filter' View in Contact/Company Record's Timeline Activity Filters
Currently, one can select the timeline activity on a company record to filter the activities related to specific teams which is great. However, if one refreshes the page or goes to another record, the user would have to re-apply the same filter for read more
Reply Idea Contacts & Companies
11 upvotes
5 Replies
CvanNiekerk
Member
March 21, 2023
What would be even beter is if filter views where linked to global team permissions so you can set these filters in permissions so specific activitie...read more
KCaballes on June 28, 2021
Org Wide Activity Filters
I would like to be able to set default activity filters org-wide for contacts/companies and other records. Right now I have to tell each user to match what filters I have so they are not seeing too much info on each record page.
Reply Idea Activity Feed
16 upvotes
10 Replies
CvanNiekerk
Member
March 21, 2023
Even more helpfull and VERY IMPORTANT because of Protection of information laws it is now essential to be able to segregate data on a granular level ...read more
GEiselt on March 01, 2022
Restrict sales email visibility on contact records
We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing ac read more
Reply Idea Contacts & Companies
45 upvotes
16 Replies
CvanNiekerk
Member
March 18, 2023
@coke There is already a filter for teams on the contact record. If only this filter was linked to permissions it would solve this issue. https...read more
GEiselt on March 01, 2022
Restrict sales email visibility on contact records
We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing ac read more
Reply Idea Contacts & Companies
45 upvotes
16 Replies
CvanNiekerk
Member
March 18, 2023
@coke There is already a filter for teams on the contact record. If only this filter was linked to permissions it would solve this issue. https...read more
JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
147 upvotes
61 Replies
CvanNiekerk
Member
March 14, 2022
Another Upvote , cant scale without folders or attachment lables. As soon as there is more than 5 attachments it becomes a pain to find relevant info...read more
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