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kfavaloro
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Member since ‎Mar 1, 2018
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  • solutions
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  • Replies
    4
  • Upvotes Given
    44
  • Upvotes Received
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  • Ideas
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Karen Favaloro

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Activity

ROlson on January 04, 2021
Bulk Delete Emails logged
You should have the ability to bulk delete emails logged to the CRM.
Reply Idea Connected Email Contacts & Companies
201 upvotes
54 Replies
kfavaloro
Participant
October 16, 2023
Has there been any updates on this?
ASottosanti on July 11, 2023
Email Retention Setting
It is a legal requirement for my accounting firm to set an email retention period. Onboarding saleshub users without the ability to purge sales emails with a create date over a certain period is very challenging as the log email feature is very bene read more
Reply Idea Account Settings
3 upvotes
2 Replies
kfavaloro
Participant
October 16, 2023
Same here we need this to follow laws and regulations. This is just like data laws and needs to be addressed
kfavaloro on August 26, 2022
Adding Trials to Portals
I think it would be a great idea to have a way to control who can add trials to your portal. We ran into the issues and as a super admin you would think that should have an approval process. When someone adds a trial to the portal everyone can see i read more
Reply Idea Account Settings
0 upvote
0 Reply
KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
179 upvotes
69 Replies
kfavaloro
Participant
August 16, 2022
This would be really useful
kfavaloro on February 03, 2022
Prefix or Suffix in Contacts
Be able to have a prefix or suffix property for the contacts name. You have first name, last name and spouse, but what about people who Dr., Rev. and etc. Or they are Robert James, III or even more IV. These would be nice to have an be better for read more
Reply Idea Contacts & Companies
14 upvotes
4 Replies
kfavaloro on February 02, 2022
Export Duplicates for Owners to review
It would be really nice to be able to create an export of the duplicates found since you can not get a list that shows them side by side. Some of them are their work email addresses and their personal email addresses but need to be validated.
Reply Idea Contacts & Companies
1 upvote
1 Reply
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