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JFord8
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Member since ‎Nov 28, 2022
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Joseph Ford

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kbaine on October 12, 2021
Remove or disable auto-population of email addresses in deals with multiple contacts
I have been the victim multiple times now of having a contact's email address auto-populate into an email I'm sending through a deal. Because it's automatically provided, I don't always think to check and this has resulted in some unintentional and read more
Reply Idea Account Settings
5 upvotes
4 Replies
JFord8
Member
December 12, 2022
This is definitely need it. If one contact has seven potential deals or custom objects and each one of those can have different emails to send out to...read more
danmoyle on May 02, 2022
Including email Templates in Custom Objects
We use Custom Objects for interacting with our Contacts. Which means we email from those Custom Objects. Unfortunately, we can't use Templates unless we're in Company, Deal or Contact records. I'd love to see us have access to Templates in Custom Ob read more
Reply Idea Custom Objects
32 upvotes
11 Replies
JFord8
Member
November 28, 2022
Yes same here, I have also hit a roadblock I do insurance claims and all the emails and items come from our custom objects in claims, as one person c...read more
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