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Cait_
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Member since ‎May 21, 2019
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  • Upvotes Given
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Caitlin Thompson

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Activity

MG on May 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 read more
Reply Idea Account Settings
295 upvotes
104 Replies
Cait_
Participant
October 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...read more
Solved
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 read more
Reply Discussion Tickets
0 upvote
14 Replies
Cait_
Participant
May 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 ...read more
AEL on March 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 read more
Reply Idea Workflows
80 upvotes
33 Replies
Cait_
Participant
May 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...read more
MdeRada on October 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! read more
Reply Idea Tickets
47 upvotes
18 Replies
Cait_
Participant
May 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 January 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 read more
Reply Idea Tickets
32 upvotes
13 Replies
Cait_
Participant
May 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...read more
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