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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 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
0 Reply
ndwilliams3 on February 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more
Reply Idea Account Settings
105 upvotes
35 Replies
JMillerSC
Member | Elite Partner
December 01, 2023
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
0 upvote
0 Reply
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
15 upvotes
4 Replies
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