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EMangrum4
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Membre depuis ‎oct. 27, 2022
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Elizabeth Mangrum

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ngambuti le Février 24, 2020
Unmerging records
To be able to unmerge contacts. It is often an issue if two different contacts use the same browser, where their activity feed would be combined. To be able to check off which entries you are moving to a new contact, then create that new cont Lire la suite
Répondre Idée Contacts & Companies Deals
210 Mentions J'aime
54 Réponses
EMangrum4
Participant
Août 21, 2024
Adding a vote to this one
JVeirs le Juin 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task Lire la suite
Répondre Idée Tasks
130 Mentions J'aime
86 Réponses
EMangrum4
Participant
Février 21, 2024
Side note on this thread - twice in the last week I have encountered this issue (still SUPER frustrating) when there were not any open tasks to compl...Lire la suite
EMangrum4 le Septembre 15, 2023
Editing Task Due Date Calendar vs. Drop Down List
Can anyone explain why some tasks display a calendar when editing the due date and others show a drop down list of future timeframes (i.e. 2 business days, etc.)? I can't seem to find a commonality or explanation anywhere.
Répondre Discussion Enterprise
0 Mention J'aime
2 Réponses
EMangrum4
Participant
Septembre 15, 2023
Thanks for the thoughts. I definitely understand why that option appears, but it is not consistent. Both of these were taken from a task, in the spac...Lire la suite
EMangrum4 le Septembre 15, 2023
Editing Task Due Date Calendar vs. Drop Down List
Can anyone explain why some tasks display a calendar when editing the due date and others show a drop down list of future timeframes (i.e. 2 business days, etc.)? I can't seem to find a commonality or explanation anywhere.
Répondre Discussion Enterprise
0 Mention J'aime
2 Réponses
EMangrum4
Participant
Septembre 15, 2023
Thanks for the thoughts. I definitely understand why that option appears, but it is not consistent. Both of these were taken from a task, in the spac...Lire la suite
NataliaTorres le Octobre 15, 2019
Better Tasks Filters
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact Lire la suite
Répondre Idée Tasks
204 Mentions J'aime
63 Réponses
EMangrum4
Participant
Août 10, 2023
Sigh...really excited to find this was already requested, but really disappointed to see no action on it after almost 4 years. Please give us this op...Lire la suite
JVeirs le Juin 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task Lire la suite
Répondre Idée Tasks
130 Mentions J'aime
86 Réponses
EMangrum4
Participant
Février 21, 2024
Side note on this thread - twice in the last week I have encountered this issue (still SUPER frustrating) when there were not any open tasks to compl...Lire la suite
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