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James_C
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Member since ‎Jul 3, 2019
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  • Upvotes Given
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  • Upvotes Received
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James Coffin

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Activity

NinaKovari on November 15, 2019
Choose which properties to keep when merging contacts
I'm proposing being able to select certain properties to keep when merging. While merging contacts I realized that a lot of the properties of the new record are not accurate for the contact because when merging it selects the most recent value. read more
Reply Idea Contacts & Companies
28 upvotes
6 Replies
James_C
Participant
July 23, 2020
I would love to be able to select which contact information stays in the merge or even just pick which contact has the information you want to keep. ...read more
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
James_C
Participant
April 15, 2020
I would like to add an idea to this feature, I have been working on a way to flag customers with special instructions based on previous interactions,...read more
basil on March 25, 2019
Preview Button for Deals in Board View of Deal Pipeline
The new preview functionality is awesome. Unfortunately it is only available if deals are displayed as list. It would be great, if we had a preview button also in card view! In contrast, the button is there in list view.
Reply Idea Deals
24 upvotes
5 Replies
James_C
Participant
February 26, 2020
This would also be very useful with Tickets in the Service hub!
CarlosRdz on August 25, 2019
Ability to see if an agent is working on a ticket
We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen read more
Reply Idea Tickets
92 upvotes
45 Replies
James_C
Participant
February 12, 2020
This is one thing that our Support team misses from when we used ZenDesk. It is very helpful so that you know if someone else might be working on a t...read more
James_C on February 12, 2020
Ticket Owner - "Assign to me" button
It would be nice if there was a button that you click next to "Ticket Owner" that says "Assign to me" and that sets you as the owner and autosaves it as well. It seems like something so little however over time it would save a bit of time. As it read more
Reply Idea Deals Tickets
18 upvotes
13 Replies
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
James_C
Participant
April 15, 2020
I would like to add an idea to this feature, I have been working on a way to flag customers with special instructions based on previous interactions,...read more
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