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samantha_c
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Member since ‎Apr 3, 2023
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samantha_c on September 12, 2024
More Granular Permissions for Marketing Email Templates
Having more granular permissions for marketing email templates would be huge. Right now, if we want to grant access to a user to create or save an email as a template, they have to have the Design tools option toggled on. However, this also grants t read more
Reply Idea Account Settings
0 upvote
0 Reply
AChan4 on March 26, 2021
Make 'Forms' permissions more granular
At the moment permissions on Forms is a simple on/off toggle. Whilst turning this off provides a lot more control to the admin team on forms being created/edited by other team-members, it also takes away a lot of functionalities related to forms for read more
Reply Idea Forms Users & Teams & Permissions
64 upvotes
16 Replies
samantha_c
Member
August 22, 2024
This would be a super helpful feature. Would love to see forms get the same permissions treatment as other areas of the CRM.
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samantha_c on August 21, 2024
Changing the owner of a workflow
Hello, I am in the process of deactivating a user with the goal of eventually removing them from our portal. I am reviewing the assets owned by that user and a workflow was one of them. I don't see a way for me to change the owner of a workflow read more
Reply Discussion Admin Workflows
0 upvote
1 Reply
samantha_c on July 16, 2024
Filter forms page by error
It would be great to have an option to filter forms based on different errors that might come up. Like the workflows page where it shows workflows that need review, something like this for forms would be great. An example where this would be useful read more
Reply Idea Forms
0 upvote
0 Reply
Solved
samantha_c on June 26, 2024
Where is the option to delete a meeting?
Hello, We recently deactivated a user and I am cleaning up their assets. They have a meeting set up and I don't see a way for me to delete it. Can anyone advise on how to delete a meeting? Thanks!
Reply Discussion Enterprise Meetings Sales
0 upvote
3 Replies
samantha_c on June 04, 2024
Notifications for New Features
We would love a feature that allows us to choose to be notified for new features. I often see new features that are in private beta or in development that we would love to implement, but the only way for me to track the progress of a feature's devel read more
Reply Idea Account Settings User Notifications
7 upvotes
2 Replies
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