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KJarvis1
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Member since ‎Oct 25, 2022
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Kendall Jarvis

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KJarvis1 on August 04, 2023
Report combining form submissions over a period of time
Would love a feature to show us the total number of form submissions in TOTAL over a specific period of time. Right now you can view your individual form performance but not at a holistic level.
Reply Idea Forms
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KJarvis1
Member
March 08, 2023
Reply to Link Social Media Activity to the Contact Record
We would really benefit from this, especially LinkedIn interactions with the company page being linked to a contact's record (i.e. liked content, fol...read more
KJarvis1 on October 25, 2022
Refund capabilities for B2B structured quotes
Our quotes (contracts) are from a B2B perspective and are not for one-off or individual line items, but rather agreeing to order X, Y, Z products within the agreed-upon pricing over the course of being our client. Let's say our product is then order read more
Reply Idea Payments
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KJarvis1 on October 25, 2022
Refund reporting (credit memo tracking)
I know through the payments tool we can issue refunds but I would like to be able to report on the number of refunds and refund amounts that have been issued and the refund reasons within a certain time frame. (i.e. we issued $5,000 in refunds YTD) read more
Reply Idea Dashboards & Reports Payments
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