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DMoreland3
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Member since ‎Oct 26, 2023
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  • Upvotes Given
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  • Upvotes Received
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Derek Moreland

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DMoreland3
Participant
June 12, 2025
Reply to Remove a value from a multicheckbox property with a workflow
+1. We need this. The ability to treat a mutli-checkbox property values as tags that can be added/removed via workflow would be a huge value add.
DMoreland3
Participant
June 03, 2025
Reply to Better Tasks Filters
+1. This would be a huge efficiency upgrade for our users that have to field high task volume. I know this is available in the Sales Workspace but we...read more
DMoreland3
Participant
May 07, 2025
Reply to Auto associate contact/deal/company to tasks created by sequences
+1. Being able to create task sequences for companies/deals/tickets would be a game changer.
DMoreland3 on April 22, 2025
Add "Device" option when calling out of Customer Success Workspace
When calling directly from a company record, I am able to specify which device to call out of: However, when calling out of the right hand ribbon on the Customer Success Workspace, I am only able to specific a calling number, not a device read more
Reply Idea Contacts & Companies
1 upvote
0 Reply
DMoreland3 on February 07, 2025
Customer Success Workspace - Portfolio Ribbon Customization
Within the Customer Success Workspace on the Portfolio Tab , clicking the Company name opens a right-side ribbon with an About this company property section. The default properties are not useful to our sales team, and I would like to display o read more
Reply Idea Contacts & Companies Properties
2 upvotes
1 Reply
DMoreland3 on February 07, 2025
Customer Success Workspace - Task Tab & Record Hyperlinks
On the Task index page , if I click into a cell under the Title column, it redirects me to the associated record with a task banner that enables me to complete, skip, or move to the associated record of my next task. When viewing the read more
Reply Idea Tasks
0 upvote
0 Reply
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