jj12stars

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jj12stars 1月 11日, 2024

Payment Links and Subscriptions Associated with Custom Objects

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 続きを読む

返信アイデア Custom Objects Payments

0 いいね！

0 コメント

jj12stars 1月 03日, 2024

Report for emails that are logged to multiple records of the same object

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 続きを読む

返信アイデア Connected Email Sales Email Extensions & Add-Ins Sales Reporting

4 いいね！

0 コメント

AHuntington 9月 06日, 2022

Credit card payment fees

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 続きを読む

返信アイデア Payments

43 いいね！

19 コメント

jj12stars

投稿者

12月 12日, 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...続きを読む

JCouch 9月 14日, 2022

Choose which properties can be indexable / searchable

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 続きを読む

返信アイデア Account Settings Contacts & Companies Custom Objects

6 いいね！

3 コメント

jj12stars

投稿者

10月 13日, 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...続きを読む

EBaldwin0 8月 09日, 2023

Bulk selection and update of associations for records/move associations menu on records to the top

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 続きを読む

返信アイデア Contacts & Companies Deals

2 いいね！

2 コメント

jj12stars

投稿者

10月 11日, 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...続きを読む

jj12stars 10月 09日, 2023

New SMS tool doesn't show activity in Contact record

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 続きを読む

返信アイデア SMS

1 いいね！

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