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Cait_
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Mitglied seit ‎Mai 21, 2019
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Caitlin Thompson

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MG on Mai 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit Beitrag ansehen
Antworten Idee Account Settings
295 Likes
104 Antworten
Cait_
Teilnehmer/-in
Oktober 08, 2019
This is a HUGE thing for my company. Our CS and Sales teams create our initial company and contact records, but once we convert them to customers, it...Beitrag ansehen
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RichardG on April 30, 2019
Tickets Displaying Other Ticket emails
Hi there I was hoping someone could help me. We create multiple tickets for certain companies and individuals and being able to see all of these from the contact screen is very helpful. However, we do not want to see emails, notes and other detail Beitrag ansehen
Antworten Diskussion Tickets
0 Likes
14 Antworten
Cait_
Teilnehmer/-in
Mai 21, 2019
I don't think the answer you got before is entirely accurate. But I could also be misunderstanding what you're saying. My team has been noticing ...Beitrag ansehen
AEL on März 31, 2017
Workflows with a repeating action
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta Beitrag ansehen
Antworten Idee Workflows
80 Likes
33 Antworten
Cait_
Teilnehmer/-in
Mai 21, 2019
THIS TIMES A MILLION. I would love to be able to create a loop via a workflow and it just keeps looping until the workflow is disabled OR tie the loo...Beitrag ansehen
MdeRada on Oktober 08, 2018
Associate tickets to several companies
Hi all, We are using Service Hub to manage tickets and quite often one ticket is applicable to several companies. Would it be possible to associate the ticket to more than one company to avoid having to create the ticket again? Thank you! Beitrag ansehen
Antworten Idee Tickets
47 Likes
18 Antworten
Cait_
Teilnehmer/-in
Mai 21, 2019
Huge need for us as well, to be able to record how many companies are reporting the issue or requesting the feature.
sd_elm on Januar 15, 2019
Default add timeline activity to unchecked
When creating a new ticket, users are prompted to add timeline activity from [company and contact] to the ticket for the last x # of days. Currently it is defaulted to checked. We would like to see a setting that allows this to be unchecked by defau Beitrag ansehen
Antworten Idee Tickets
32 Likes
13 Antworten
Cait_
Teilnehmer/-in
Mai 21, 2019
In addition, not just creating the default of being unchecked at ticket creation, but also the ability to set the default at my company's portal leve...Beitrag ansehen
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