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BBanks
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Member since ‎Feb 13, 2023
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Brian Banks

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Activity

williamwright on February 21, 2020
When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire read more
188 upvotes
55 Replies
Member
September 20, 2023
Adding my voice to this request. Seems like a basic feature that would help companies understand why customers are reaching out to them. This was a g...read more
EGopaul on July 22, 2021
Hi! It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. read more
Member
September 07, 2023
Upvoting as well. Seems like this should be an out-of-the-box feature.
Stanczak on October 19, 2017
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more
Member
August 16, 2023
Adding my name to this feature request. Would be incredibly helpful in managing our customer tags.
childsmd on August 24, 2018
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
114 upvotes
41 Replies
Member
July 05, 2023
Upvoted. Seems like a comment/reply/acknowledgement from HubSpot would be good form here. This creates a mess within our organization, and would ...read more
BBanks on April 28, 2023
Use case: Some of our customers point their Jotform emails to our support team. These emails create a ticket with the associated contact being "no-reply@jotform.com".... our team has to manually update the associated contact record to our customer. read more
0 upvote
1 Reply
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