MichelleMassung

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Contributor | Platinum Partner

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Michelle Massung

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MichelleMassung

Contributor | Platinum Partner

April 11, 2025

Reply to Automatically log incoming emails from existing Contacts

@hroberts This is great news! I have clients for whom this will be extremely valuable. 👏 👏 Question, will it be possible to log emails that ...read more

MichelleMassung

Contributor | Platinum Partner

April 02, 2025

Reply to Conversation Inbox Records Customization

Agreed, this is very much needed! I really need this to support my clients. The contact preview pane in the conversations inbox has cards that those ...read more

MichelleMassung

Contributor | Platinum Partner

December 16, 2024

Reply to Record Source Error when Merging

Yes! I completely agree. I had been choosing the older record as the primary with the assumption that its original source would be retained. Then I r...read more

MichelleMassung

Contributor | Platinum Partner

December 16, 2024

Reply to Let us pick which value to keep when merging records, and merge multiple records at once

Complete agree this is needed, especially for source! I want to retain the orignal source info of the record that came in first which I am choosing t...read more

MichelleMassung

Contributor | Platinum Partner

October 02, 2024

Reply to Multiple emails receive payment receipts

Agreed! We have customers who are requesting this, as well. It would be helpful to not have to send this manually. And I don't see a way to build a w...read more