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dhika
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Member since ‎Feb 16, 2018
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  • Upvotes Given
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  • Upvotes Received
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Activity

KPruett on February 09, 2023
Currently, views/lists can be created for a set object type and customization/clone options only exist for the object that the view/list was created for. It would be very efficient if we could convert a view/list of one object to another. For exampl read more
Member
March 13, 2024
Agreed! We have several lists that use similar filters and it's a hassle if I have to clone them all one by one and change the filters there
DarrenScottUK on October 12, 2019
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through read more
44 upvotes
21 Replies
Member
August 17, 2023
Agree with this post. Due to how our companies are structured (multiple entities within one company) auto association using email domain isn't an opt...read more
dhika on March 22, 2022
Would be great if within the list tool, especially active lists, that we have a filter to capture any contact who has ever interacted with our certain campaign assets. The goal here is to be able to slice and dice the information captured via th read more
karstenkoehler on March 14, 2022
Hi there! At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics. For the general web analytics this can be done by excluding IP address read more
Member
March 22, 2022
This is indeed long overdue. I remember having a conversation with the Support team 2 years ago for this feature. Technically, you can create dummies...read more
RyanBarbour on April 27, 2017
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Member
June 22, 2021
I agree. Now that all cross object reporting has been migrated to custom reporting, when using a horizontal bar char, I can no longer see the option ...read more
dhika on October 23, 2020
Currently, a trigger by association in the workflow is nearly impossible to create + the fact that there is very limited filter that has anything to do with parent company. I would like to automate a process where if a child company is associated wi read more
1 upvote
4 Replies
Member
November 06, 2020
No worries, all help is appreciated 🙂 I just upvoted and added my comment to that thread as well. Thanks for the link!
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