1) Please have an option to include further details when exporting workflows as images. For example, the details of which specific contact owners are rotated amongst would be helpful to export. 2) Alternatively, or in addition, please add an read more

Scheduled workflows are great. However, there is an odd absence of a "quarterly" option for the scheduled workflow functionality. I have devised a functional workaround and utilized it several times, but it requires a custom property and a read more

Over the past half a year or so, I've stepped away from actively managing our organization's automations, because everything is working. Every month or two, when I pop in to check up on things, the interface is worse. First there was the terrible read more

Over the past half a year or so, I've stepped away from actively managing our organization's automations, because everything is working. Every month or two, when I pop in to check up on things, the interface is worse. First there was the terrible read more

You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you d read more

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more