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Brucey
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Jul 5, 2019
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David Leahy

Hey I'm Dave, marketing consultant and founder at Brucey, a specialist B2B Industrial marketing consultancy for manufacturing, engineering and construction businesses.

Activity

Brucey
Participant | Gold Partner
October 03, 2024
Reply to Custom Objects for Professional plans
There's a new Beta available now for Professional level: "Expand your data model: new objects and data templates" New Objects (Courses, A...read more
Brucey
Participant | Gold Partner
December 11, 2022
Reply to Remove Attachment limitations
We have this exact same scenario - also with a Software company. @Mike-Caliguri were you able to find any other Ideas Forum posts on this to...read more
Brucey
Participant | Gold Partner
December 11, 2022
Reply to Improving Conversations Inbox Search Functionality
Agree per original post and some of the comments herein. Additionally, the Filter options on the left side, once you start a Conversation Inbox...read more
Brucey
Participant | Gold Partner
November 09, 2022
Reply to Bulk Manage CRM Attachments on Company and Contact Records
Yep, had multiple variations of this request from various clients - on Deals and Tickets too. Long, complex sales cycles. Complex customer fault find...read more
Brucey
Participant | Gold Partner
October 31, 2022
Reply to Assign Ticket Owner to Associated Conversation
Hi @callie - OK further to my last message (humble face) it seems Conversations does do what you said - except not for the very first assign Owner ...read more
Brucey
Participant | Gold Partner
October 31, 2022
Reply to Assign Ticket Owner to Associated Conversation
Hi @callie - thanks for that. I don't see that in out portal. I just did some more testing and the Ticket Owner still isn't updating. Perhaps...read more
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