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JMillerSC
Member | Elite Partner
Member | Elite Partner
Member since ‎May 11, 2022
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Jennifer Miller

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JMillerSC on July 12, 2024
Allow terms to be updated for subscriptions
People often want to edit the terms for their set-up subscriptions—i.e., increase, decrease, or remove them altogether. It would be incredibly valuable to be able to do this. Specifically, the desire to remove the terms and keep the subscription ong read more
Reply Idea Payments
0 upvote
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JMillerSC
Member | Elite Partner
May 14, 2024
Reply to Bring back public preview links
100% need this feature to allow feedback across internal and external teams on key emails and awareness. Having to add users to allow them only to vi...read more
JMillerSC on December 01, 2023
Contract/Agreement Structure vs. Quote
Companies often leverage tools like DocuSign, PandaDoc, etc. to get signatures for agreements or contracts. In addition to this, a use case for getting signed NDAs or confidentiality agreements is a need. It often can be cumbersome to have to tie th read more
Reply Idea Products and Quotes
0 upvote
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JMillerSC
Member | Elite Partner
December 01, 2023
Reply to Custom user profile properties
Affirming the need for this - this would be ideal to allow for user based activity and reporting.
JMillerSC on July 19, 2022
Form Category on Contact Record
In a contact record, our team uses the categories to filter out activities frequently (Calls, Meetings, Emails, Notes, etc.). It would be SO HELPFUL to have a Forms option to display all forms the contact completed as a quick snapshot. The filter op read more
Reply Idea Forms
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JMillerSC on May 11, 2022
Provide Purchase Limits on Payment Links
Use Case: If we have an event and are leveraging a payment link for people to purchase tickets, but we can only allow 30 registrations, we'd like a way to "turn off" the payment link or trigger a notification at a certain threshold.
Reply Idea Products and Quotes
18 upvotes
5 Replies
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