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jjones41
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Member since ‎Aug 22, 2022
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jjones41
Contributor
March 31, 2025
Reply to Draft and Save an email in help desk
100% on this. Ideally, this should be governable via permission with some relation to team structure. For example, the typical view/edit/delete by mi...read more
jjones41
Contributor
March 19, 2025
Reply to Allow Moving Tickets to Different Pipelines Without Giving a User Full Access
This would be nice. A workaround in the meantime if you have ticket-based workflows. Create a custom property to trigger a workflow to transfer the t...read more
jjones41 on February 26, 2025
Add single closed/open flag to tickets like is on deals
There are many practical applications for a property tracks simply whether a ticket is open or closed. For example, we track re-open counts. This should be as easy as if a ticket moves from Closed to Open, increase that number by one. The same for t read more
Reply Idea Properties Tickets
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jjones41
Contributor
January 17, 2025
Reply to Conversion tracking in new form editor
+1 We do quite a lot of form collection for upsell/cross-sell. We create ne contact records only rarely. Because of that, source tracking for form su...read more
jjones41
Contributor
December 02, 2024
Reply to Bulk Publish Knowledge Base
+1 >100 articles were set. Trial ended after we had signed but before the contract took effect (there was a weekend in between). All articles were...read more
jjones41
Contributor
November 11, 2024
Reply to Upcoming > Sequence Activity only shows in Contact. It would be ideal to also show in company + deal
+1 on this. I thought this would be addressed in the Configure Activity Association Defaults feature release, but it doesn't appear so.
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