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jj12stars
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Member since ‎Feb 20, 2019
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jj12stars on January 11, 2024
I have two custom objects that are fee-based processes in our organization. I need to have payment links associated with them and in some cases subscriptions. Seems very odd that you can associate payment links with all of the "out of the box" objec read more
jj12stars on January 03, 2024
We have a terrible problem with people not paying attention when they log emails and they get logged to multiple records. It is very common for us to have multiple open deals for the same company or contact. Email correspondence from Office 365 with read more
AHuntington on September 06, 2022
There needs to be an option for credit card payment fees to be passed onto the customer. We would like to offer credit card payments as a option but want to be able to notify the customer that if they use a cc then there is a fee attached. And the read more
38 upvotes
18 Replies
Contributor
December 12, 2023
@jperro Tell your team that your company is leaving a lot of revenue on the table by not getting this done. Our orders can be upwards of $50k and a...read more
JCouch on September 14, 2022
Currently there are only the key contact properties that can be brought up by a 'Search' from the top bar. We'd like to choose which fields/properties are indexed so that we can easily have particular contacts appear in search results. At th read more
Contributor
October 13, 2023
I agree with FlywheelKinetic. We need to search for order numbers and it would be nice to customize it so we could choose what are the most importan...read more
EBaldwin0 on August 09, 2023
It would be extremely time-saving to be able to either select multiple records and update their associations at once, or move the associations menu to the top of the record for easy access. Currently, when we are dealing with adding/removing multi read more
Contributor
October 11, 2023
YES PLEASE! We have some lazy people who don't bother to check the correct records and can have email strings that go on forever. Getting this cleane...read more
jj12stars on October 09, 2023
What good is the new SMS tool if I have no way of seeing if people replied? What if they opt out? How am I supposed to know that? Also, why wouldn't the messages and the replies and clicks be logged to the contact record? Seem like a lot is missing read more
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