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NancyLambert
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Oct 26, 2018
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Activity

Tracy127 on September 26, 2017
Limit form submission to a certain number
We'd like to be able to disable a form after a certain number of submissions.
Reply Idea Forms
550 upvotes
120 Replies
NancyLambert
Member | Platinum Partner
March 11, 2022
I agree with Shay. It's important to be able to turn off registration on a form for events, such as a Zoom or GoToMeeting event, when the event regis...read more
Alexi_Leimbach on January 19, 2022
Create Lists, Workflows & Notifications for Sales Document Views
While you can go to see who has viewed your Sales Document, you cannot create a list around who has viewed a sales Documents, create a workflow around once someone has viewed a Sales Document or set up custom notifications once a contact has viewed read more
Reply Idea Analytics Tools Lists Sales Documents User Notifications Workflows
25 upvotes
9 Replies
NancyLambert
Member | Platinum Partner
January 19, 2022
This is really needed. Thank you Alexi for posting this. I hope a lot of people Upvote it!
JoeMayall on December 03, 2020
Pass activity between related custom objects and contacts & companies
In our company, we use custom object like this: Contact > personal information Company > company information Custom object > store information (each company has stores) We do emails and phone calls to stores, so we want to be able to read more
Reply Idea Custom Objects
24 upvotes
26 Replies
NancyLambert
Member | Platinum Partner
January 20, 2021
Kevin, how soon will this be done? We desperately need that ability to associate activities from a Contact or Deal record to a Custom Object record. ...read more
katie_cort on January 20, 2021
Enable editing for Custom Objects on mobile app
The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r read more
Reply Idea Custom Objects
51 upvotes
11 Replies
NancyLambert
Member | Platinum Partner
January 20, 2021
We have this exact problem with our client. They show real estate properties and need to update the Listing custom object from their mobile phone whi...read more
NancyLambert on May 31, 2019
Easy way to convert an a Follow-Up Email to an Automated Email
There are so many times when I clone an email that I like, edit it, have it all ready to go, only to find out that I accidentally cloned a Follow-Up email to a form and now I cannot actually send this email to Recipients or make it an Automated emai read more
Reply Idea Marketing Emails
46 upvotes
4 Replies
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