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James_C
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Member since ‎Jul 3, 2019
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  • solutions
    0
  • Replies
    3
  • Upvotes Given
    7
  • Upvotes Received
    23
  • Ideas
    1

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James Coffin

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Activity

James_C
Participant
July 23, 2020
Reply to Choose which properties to keep when merging contacts
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
James_C
Participant
April 15, 2020
Reply to Workflow - Ability to Create Notes
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
James_C
Participant
February 26, 2020
Reply to Preview Button for Deals in Board View of Deal Pipeline
This would also be very useful with Tickets in the Service hub!
James_C
Participant
February 12, 2020
Reply to Ability to see if an agent is working on a ticket
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
21 upvotes
13 Replies
James_C
Participant
November 07, 2019
Reply to Workflow - Ability to Create Notes
This would be great. I am wanting to create a workflow that will move a ticket to our "Pending Agent" status after it has been sitting in specific st...read more
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