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anniemor
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Member since ‎May 17, 2017
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Annie Morisco

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Activity

MWyss on May 18, 2023
Logging a letter mail for multiple contacts
After sending several letters to contacts physically, it is not possible to log them as a bulk. It shoudl be possible to select all the contacts from a list and log this activity once and not for each contact manually. A lot of time savings for read more
Reply Idea Activity Feed
10 upvotes
3 Replies
anniemor
Participant
November 21, 2024
Definitely we should be able to import all sort of sales & service activities could be with a type of activity like call, regular mail, chat, mai...read more
LisaMcB on April 30, 2024
Bulk delete spam in Helpdesk
Currently, you can only delete emails/tickets from your Spam folder in Helpdesk by going through each one individually. There needs to be a bulk manage/delete option for these emails/tickets. We have connected a support inbox to the helpdesk a read more
Reply Idea Conversations
34 upvotes
15 Replies
anniemor
Participant
August 22, 2024
+1 to all the above, there is a clear need to block unwanted email or not related to support emails. It is a regression for HS as it was possible in...read more
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
370 upvotes
99 Replies
anniemor
Participant
June 17, 2019
I agree. We are in a B2B business and people move to different companies and we definitely need to keep history in the CRM not lose the contact hist...read more
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor read more
Reply Idea Tasks
98 upvotes
62 Replies
anniemor
Participant
January 10, 2019
good to have that feature 'in planning'
AndyPitre on April 04, 2017
Export Tasks from CRM
When we have tasks that require collaboration, or even perhaps meetings to define job roles or other action items associated with those tasks, it would be nice to be able to export the tasks in single cut sheets, but also, it would be nice to expor read more
Reply Idea Tasks
98 upvotes
62 Replies
anniemor
Participant
January 10, 2019
good to have that feature 'in planning'
KamilaB on November 29, 2017
Import Product List in Sales Pro
For Products as a new feature it would be great to make it possible to import a list of products.
Reply Idea Products & Quotes
50 upvotes
30 Replies
anniemor
Participant
March 22, 2018
- I have 12 000 products so as it is this product functionality can't be use as the quote has to be done elsewhere - how will sales use the opportuni...read more
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