CConant_Raka

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Participant | Diamond Partner

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Chris Conant

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Activity

enotestine on December 20, 2019

Return Contact Full Name for Multiple Object Report

I want to be able to create report on the numbers of deals by a contact. Unfortunately, when you try and create the report, there isn't a way to return the full name of the contact. You can only pick first name or last name. That's problematic if read more

Reply Idea Contacts & Companies Sales Reporting

5 upvotes

8 Replies

CConant_Raka

Participant | Diamond Partner

December 21, 2023

Thanks, @DSurman ! A quick update from my workaround - You can remove the numeric ID from the record by heading to 'Chart Settings' in your report a...read more

Shay on April 10, 2017

Customize default field values for form Embed code

Migrated from legacy feedback forum with 68 votes. I have had several instances where the ability to set the default values for form fields would have saved me hours of integration time. For example: My client has 10 webinar pages each wi read more

Reply Idea Forms Integrations

1 upvote

7 Replies

CConant_Raka

Participant | Diamond Partner

October 20, 2023

Thanks for the solution @IsaacTakushi ! One thing to call out here is that you have to 'Set as raw HTML form' in the form's 'Style & preview' se...read more

enotestine on December 20, 2019

Return Contact Full Name for Multiple Object Report

Reply Idea Contacts & Companies Sales Reporting

5 upvotes

8 Replies

CConant_Raka

Participant | Diamond Partner

December 21, 2023

Thanks, @DSurman ! A quick update from my workaround - You can remove the numeric ID from the record by heading to 'Chart Settings' in your report a...read more

mpatino on November 17, 2020

Store Full Name on contact

It would make a lot of the requests I see on use of full name in reports and tokens if you just created a dynamic field that stores full name from a concatenation of First and Last name. then we could add that to reports and email templates.

Reply Idea Contacts & Companies

5 upvotes

1 Reply

CConant_Raka

Participant | Diamond Partner

September 29, 2023

Hi @mpatino , I've run into this same issue and have found a slight workaround, which is to use the contact's 'Record ID' property to return the ful...read more

CConant_Raka on March 31, 2023

Generate Conclusion feature not working

It appears that the 'Generate Conclusion' feature is not working. A workaround for this is to create a paragraph and prompt to generate a conclusion. However, the actual feature appears to be broken currently.

Reply Discussion Bug

0 upvote

0 Reply

alexagatiss on March 21, 2023

Content suggestions for blog post titles

It would be awesome to have content suggestions for Blog Post Titles when writing a blog post. I'd love to have something like a list of SEO-optimized blog post titles to choose from, or even just one suggestion that catches people's eye.

Reply Discussion

4 upvotes

2 Replies

CConant_Raka

Participant | Diamond Partner

March 29, 2023

Tacking on to this - It would be SUPER helpful to support meta descriptions as well. Happy to discuss further, but having the ability to both generat...read more

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