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jpeluso
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Member since ‎Jun 4, 2018
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  • Upvotes Given
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  • Upvotes Received
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Joe Peluso

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Activity

susanmartin2006 on January 23, 2023
Show contacts associated with company when creating a deal or ticket from record
If I'm in the record of company "XYZ Company", and I create a Ticket or Deal, we would like to see those Contacts associated with said company at the TOP of the Contact association list. We understand that contacts not immediately associated with th read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
jpeluso
Participant
January 26, 2023
I JUST had this issue come up with my Sales Manager. It almost works when creating a deal through a CONTACT record (auto-populates w/primary company)...read more
susanmartin2006 on August 13, 2020
Only show associated company contacts when creating deal
When a rep creates a deal from within a company, it would be useful to only allow the rep to search the contacts within that associated company. This would helpful for quick searching.
Reply Idea Deals
2 upvotes
1 Reply
jpeluso
Participant
January 26, 2023
HUGELY helpful. Almost works when creating a deal through a CONTACT record, but not when creating one through a COMPANY record. Please build!
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
364 upvotes
96 Replies
jpeluso
Participant
January 19, 2023
Awesome news @zeke ! Thanks so much for the update! Looking forward to the beta when it's released!
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
364 upvotes
96 Replies
jpeluso
Participant
January 19, 2023
Awesome news @zeke ! Thanks so much for the update! Looking forward to the beta when it's released!
jpeluso on May 26, 2021
Control How Responses to Multiple Checkboxes Are Displayed
Currently, if a visitor selects multiple options from a "multiple checkboxes" property, they display on notifications as separated by semicolons with no spaces between them. It's a cosmetic request, but I would like to have some control over how read more
Reply Idea Professional
1 upvote
2 Replies
jpeluso
Participant
January 18, 2022
Yes, that is correct.
jlariccia on October 04, 2021
Search for custom properties within global search bar without an Enterprise subscription
It would be very beneficial for customers to be able to use the global search to look for custom property values, without having an Enterprise subscription. For reference, I'm submitting this idea on behalf of a customer. Thank you! 🙂
Reply Idea Custom Objects Properties
4 upvotes
1 Reply
jpeluso
Participant
January 07, 2022
I second this! Would be extremely helpful for us to look up our clients that have DBA's and/or are colloquially known by a different name that their ...read more
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