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onvista
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Member since ‎May 14, 2019
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  • Upvotes Given
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AllisonZ on February 24, 2020
Double Opt-in Enrollment Feature for Workflows
If double-opt in is enabled within a portal, we always need to set an additional enrollment trigger on workflows that send marketing emails, to ensure that only contacts with confirmed DOI status will be enrolled and sent the email. The only "work read more
Reply Idea Lists Marketing Emails Workflows
97 upvotes
18 Replies
onvista
Contributor
August 06, 2023
This feature is absolutely necessary to only enroll contacts who actually can receive marketing e-mails.
onvista on January 23, 2023
Deal: Recurring revenue from line items
How to calculate a Deals' monthly and annual recurring revenue based on its associated line items? We are using a workflow to bulk convert custom objects (Subscription objects) into deals. In the process, we assign a line item to each deal bei read more
Reply Discussion Sales
0 upvote
1 Reply
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
650 upvotes
180 Replies
onvista
Contributor
January 18, 2023
@lalexander @jaybaum @EGolborne Thanks for your updates, adding a line item to an already existing deal using Workflows would be immensely he...read more
Solved
onvista on July 21, 2021
Files API - Get List of all files in Folder
Hey community, just found the new Files Api and checked the endpoints, but couldn't find an endpoint to get a simple list of all files in a specific folder. Something simple like: GET /files/v3/folders/{folderId}/files Use read more
Reply Discussion Developer tools
0 upvote
2 Replies
onvista on September 22, 2020
Tracking Code - Issues when document.readystate is "interactive"
Hey guys, we run an application which permanently shows real-time data on our website. You can toggle this feature on an off. During the last weeks we recognized severe tracking issues with a lot of page visits not being tracked at all. Opt read more
Reply Discussion Events
2 upvotes
2 Replies
Draqos on March 08, 2019
Adding "SEARCH" into Recycling Bin (Contacts Recovery)
Hi team, I don't think it's a great deal to implement a "Search" field inside the recycle bin, so it would be no time consuming searching thru thousands deleted users. Thank you!
Reply Idea Contacts & Companies
71 upvotes
17 Replies
onvista
Contributor
April 03, 2020
This is really a must have otherwise its too cumbersome to search through all deleted contacts
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