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SarahHerbage
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Member since ‎Nov 8, 2023
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Sarah Herbage

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SarahHerbage on March 28, 2024
I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of thes read more
0 upvote
3 Replies
Member
March 29, 2024
Thanks for you reply @karstenkoehler . This is essentially what i am after but in the middle bar. Can this be achieved? When i spoke to support the...read more
SarahHerbage on March 28, 2024
I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of thes read more
0 upvote
3 Replies
Member
March 29, 2024
Thanks for you reply @karstenkoehler . This is essentially what i am after but in the middle bar. Can this be achieved? When i spoke to support the...read more
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
338 upvotes
62 Replies
Member
December 26, 2023
I would like to have a similiar solution to associated contacts: For example Let's say that you have Company "A" and 5 contacts associated with the...read more
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SarahHerbage on December 20, 2023
Im am trying to create a linkage between associated contacts (colleugues). Can i automate this process? SO is comany Abc has employee 1, 2 3 and 4 listed as contacts when you go to the contact record for employee 1- can i see employee 2,3 and 4 read more
0 upvote
3 Replies
Member
December 20, 2023
Thankyou
Solved
SarahHerbage on December 20, 2023
Im am trying to create a linkage between associated contacts (colleugues). Can i automate this process? SO is comany Abc has employee 1, 2 3 and 4 listed as contacts when you go to the contact record for employee 1- can i see employee 2,3 and 4 read more
0 upvote
3 Replies
Member
December 20, 2023
Thankyou
Solved
SarahHerbage on November 14, 2023
Hi, Just in the process of setting up data management befoe importing. I have professional licence- As part of my data i need to record Licences that we sell. Can i create a total number of licence as a parent field and then have child fi read more
0 upvote
2 Replies
Member
November 15, 2023
Thank you very much. The idea about using tickets could work- hoever- once we are set up (not live yet) we were planning to use tickets to provide su...read more
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