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tlbrewer
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Member since ‎Jul 10, 2023
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Tom Brewer

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Activity

tlbrewer
Participant
March 20, 2025
Reply to Edit contact right side bar within Conversation Inbox
Customized cards are created to allow different people within a company to view the information that's relevant to them when a contact engages your c...read more
tlbrewer
Participant
March 18, 2025
Reply to Edit contact right side bar within Conversation Inbox
Thank you for the response Hallie, although a bit disappointing. I have filed the roadblock with Ryan Wall our CSM. I am surprised that the decision i...read more
tlbrewer
Participant
March 06, 2025
Reply to Meeting scheduling - book placeholder meetings in calendar when inserting proposed times
Agreed a million percent. The only way to avoid the issue entirely is to remember the time slots you sent previously and not send them to the next p...read more
tlbrewer
Participant
October 30, 2024
Reply to Workflow action to remove the "Contact with Primary Company" association label
Agreed. Without getting into a custom API, this functionality is almost there, but not quite.
tlbrewer
Participant
October 08, 2024
Reply to Edit contact right side bar within Conversation Inbox
Agreed 1000%. Needs to be customizable.
tlbrewer
Participant
September 06, 2024
Reply to Deal associations - eliminate the default to 5
I completely agree. There are multiple threads on the auto-association issue, one where it is defaulting to open tickets, here to open deals. I have ...read more
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