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CPSCB
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Member since ‎Apr 16, 2018
  • solutions
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    5
  • Upvotes Given
    157
  • Upvotes Received
    180
  • Ideas
    9

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Christie Pearson

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CPSCB on June 07, 2022
Use case: When navigating between associated objects, our users often get confused about what type of record they are working with and look for properties or options that are not available on that record type, e.g. a user navigates from Contact t read more
Contributor
June 07, 2022
Related to this idea from @shulcher : Allow a property to "color" code the Contact and/or Company record
CPSCB on June 07, 2022
Use case: When navigating between associated objects, our users often get confused about what type of record they are working with and look for properties or options that are not available on that record type, e.g. a user navigates from Contact t read more
Contributor
June 07, 2022
Related to this idea from @shulcher : Allow a property to "color" code the Contact and/or Company record
CPSCB on March 31, 2022
Use case: We have standard playbooks used across all markets and create translated versions of each. For all questions, we use a set of answers that saves to a property. While we are able to translate the question in each playbook, there is no op read more
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CPSCB on March 29, 2022
The rollout of reporting for keywords (tracked terms) on Call Objects with Conversation Intelligence is a great tool only if you use call recording and transcription. We do not. However, we have a number of requirements to report on certain tr read more
rakeshm on December 01, 2017
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it consumes a lot of time. read more
101 upvotes
26 Replies
Contributor
July 01, 2022
Agree as well. It also allows leaders to collaborate with each other and contractors to improve the content in another program and adjust here. Other...read more
yayo200686 on January 16, 2018
Currently, date picker field can pick any date (on the date of visitor visit to website, past date, and future date). It would be great if we can have an option to limit or customize the date range. My use case is when I create a landing page read more
56 upvotes
16 Replies
Participant
December 10, 2021
Seeing this has been asked about several times for a few years now over a few threads... setting simple in-system date restrictions (cannot select a ...read more
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