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VCunningham
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Member since ‎Jan 2, 2024
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VCunningham
Participant
June 25, 2025
Reply to Prevent previously closed tickets from reopening.
@smerrow can you please post a link to that beta, or give the name of it? I've searched and can't find it. We already solved this with custom ticke...read more
VCunningham
Participant
June 04, 2025
Reply to Allow users to set default Quote options re: signature, countersignature, and payments
We need this too! It's too easy to create a quote without the required info e.g. a signature. Sales reps are busy and don't always follow process per...read more
VCunningham
Participant
May 05, 2025
Reply to Set default quote template by team or user - feature request
We'd love this feature to be introduced!
VCunningham
Participant
March 02, 2025
Reply to Flexible Deal Association with Lead Records
Agree with this. Sales reps aren't always perfect at following process...
VCunningham on February 20, 2025
Save sort preferences in Help Desk
We appreciate the ability to create custom ticket views in Help Desk, but we need to be able to preset the sorting preference e.g. oldest to newest by create date.
Reply Idea Tickets
2 upvotes
1 Reply
VCunningham
Participant
December 09, 2024
Reply to Restrict ticket ownership by pipeline to a team or users
Also wondering about an ETA. We have a related problem: tickets get auto-assigned to Sales reps, when we only want tickets assigned to our service t...read more
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