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KeeganSmith87
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Mitglied seit ‎Mär 12, 2019
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MZ1 on Mai 21, 2020
Limiting # of Chats While Active
It would be wonderful to be able to limit the number of chats a person can have on the go at one time. (ie. set a maximum number of chats per user.) Our team, in particular, is small and has other things on the go while on chats, but we have a high Beitrag ansehen
Antworten Idee Conversations
64 Likes
28 Antworten
KeeganSmith87
Teilnehmer/-in
August 18, 2021
Shocking to me that for such a "customer oriented" "Inbound" company they've not made this a simple feature. It's really easy. Set number of chat...Beitrag ansehen
KeeganSmith87 on Juli 27, 2021
Workflow Descriptions
I really wish there was a way for us to have descriptions for EVERY workflow type, not just contact workflows. As I look to expand the Admin userbase for our instance, I'm finding it incredibly cumbersome and very time-consuming to have to continual Beitrag ansehen
Antworten Idee Workflows
24 Likes
14 Antworten
Gelöst
Coline on Mai 27, 2019
One Contact with multiple personas
Hello community, I have 3 companies managed by the same contact. I created this contact, and linked him to company 1. Ok no problem. Then, I tried to link him to company 2. It worked, but at the same time, he disappeared from my list of contact Beitrag ansehen
Antworten Diskussion Companies Contacts
5 Likes
30 Antworten
KeeganSmith87
Teilnehmer/-in
Juli 10, 2020
I agree, 110%. I am having a very similar issue in which one manager may manage 15 different artists (read Companies) and keeping everything organize...Beitrag ansehen
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c Beitrag ansehen
Antworten Idee Account Settings
223 Likes
118 Antworten
KeeganSmith87
Teilnehmer/-in
Mai 28, 2020
Yep, this is something we're now hitting into, the lack of granular permissions really is boggling to us.
KeeganSmith87 on April 23, 2020
Reporting feature should offer percentages
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi Beitrag ansehen
Antworten Idee Marketing Reporting Sales Reporting
232 Likes
67 Antworten
KeeganSmith87 on Februar 27, 2020
Conditional logic for ticket closing/disposition
An if/then logical/conditional requirement when moving a ticket from one status to another would be absolutely amazing. Currently, when we dispose of a ticket, we can only make properties required yes/no. Really, it should be if this is selected, th Beitrag ansehen
Antworten Idee Tickets
10 Likes
0 Antwort
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