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BRainey
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Member since ‎Apr 27, 2022
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BRainey
Member
July 15, 2024
Reply to Import Tasks & create recurring tasks
I just bulk imported 462 tasks that were being tracked in excel. Everything worked great and simply except that I'm unable to set the repeat schedule...read more
BRainey
Member
January 11, 2024
Reply to Add ability for email personalization to use nickname if one exists, otherwise use first name
My workaround is to have this automation in place. If the nickname field is blank, the first name value is copied into the nickname field. This allow...read more
BRainey on September 19, 2023
Allow users to set Ticket default view to List or Board view
My team spends all their time in Tickets, using the List view. However, every day when we log in Tickets show the Board view. Please create a user level preference setting so users can select whether they want Tickets to start in List vi read more
Reply Idea Tickets
1 upvote
0 Reply
BRainey
Member
February 28, 2023
Reply to Bulk remove association
Agreed. We have tickets autocreated when a docusigned agreement is completed. Every ticket then has DocuSign as the primary company and contact. This...read more
BRainey on February 13, 2023
Export should include the field name instead of database key or UNIX values
Exports from report on Tasks should include the field text name, not the database key. The Reminder field should show date and time, not a UNIX value in milliseconds that requires a formula to interprest
Reply Idea Imports & Exports
0 upvote
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BRainey
Member
June 21, 2022
Reply to Sales email templates export
We have over 1500 templates in use. We need to determine which templates reference an email distribution list that is being retired as well as conta...read more
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