Settings and activity

30 results found

1. export permission

   2 votes

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   Open  ·  0 comments  ·  Product Ideas » Imports / Exports  ·  Delete…  ·  Admin →
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   James Marciano supported this idea  ·  Nov 8, 2023

2. Associate multiple companies to a deal

   11 votes

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   Open  ·  1 comment  ·  Product Ideas » Deals  ·  Delete…  ·  Admin →
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   James Marciano supported this idea  ·  Oct 23, 2023

3. Multiple Owners, need a primary and secondary owner

   4 votes

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   Open  ·  0 comments  ·  Product Ideas » Users  ·  Delete…  ·  Admin →
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   James Marciano supported this idea  ·  Oct 23, 2023

4. Conditional Fields

   17 votes

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   Open  ·  5 comments  ·  Product Ideas » Data Cleanliness  ·  Delete…  ·  Admin →
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   James Marciano commented  ·  Oct 19, 2023  ·  Edit…  ·  Delete…

   The ability to folder Conditional Rules would be very helpful. Similar to the Automation folder system or the Custom field Groups.

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   James Marciano supported this idea  ·  Oct 19, 2023

5. Add more automations options

   23 votes

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   Open  ·  9 comments  ·  Product Ideas » Automations and Workflows  ·  Delete…  ·  Admin →
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   James Marciano commented  ·  Sep 27, 2023  ·  Edit…  ·  Delete…

   Add the ability to subfolder/tag/search Automations within Account Settings

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   James Marciano supported this idea  ·  Jul 1, 2022

6. Automatically associate google synced calendar event to contact

   18 votes

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   Open  ·  0 comments  ·  Product Ideas » Integrations & API  ·  Delete…  ·  Admin →
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   James Marciano supported this idea  ·  Mar 28, 2023

7. When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,

   13 votes

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   Open  ·  0 comments  ·  Product Ideas » Calendars and Agenda  ·  Delete…  ·  Admin →
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   James Marciano shared this idea  ·  Mar 14, 2023

8. When you complete a Task you notify a Team Member that you completed it

   24 votes

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   Open  ·  0 comments  ·  Product Ideas » Calendars and Agenda  ·  Delete…  ·  Admin →
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   James Marciano shared this idea  ·  Feb 18, 2023

9. Adding Feature to View Email Address associated with an Email Activity in Activity Feed

   5 votes

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   Open  ·  1 comment  ·  Product Ideas » Activities  ·  Delete…  ·  Admin →
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   James Marciano commented  ·  Dec 14, 2022  ·  Edit…  ·  Delete…

   This is an important idea, and very needed. When I want to reach back out to someone that another team member contacted, I need to know which email they used. (Probably half our 30,000 contacts have more than one email address.)

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   James Marciano supported this idea  ·  Dec 14, 2022

10. Notifications

    7 votes

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    Open  ·  0 comments  ·  Product Ideas » Users  ·  Delete…  ·  Admin →
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11. Aggregate values updating on import

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Imports / Exports  ·  Delete…  ·  Admin →
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12. Keep selected sorting in the company profile

    1 vote

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    Open  ·  0 comments  ·  Product Ideas » Companies  ·  Delete…  ·  Admin →
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13. Customize people columns in the company profile

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    Open  ·  0 comments  ·  Product Ideas » Companies  ·  Delete…  ·  Admin →
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14. Not automatically associating activities to an individual in a company when there's only one person listed

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    13 votes

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    Open  ·  2 comments  ·  Product Ideas » Activities  ·  Delete…  ·  Admin →
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    James Marciano commented  ·  Nov 2, 2022  ·  Edit…  ·  Delete…

    This seems like a genuine bug. Is there any logic behind not fixing it? Thank you!

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    James Marciano supported this idea  ·  Sep 13, 2022

15. Under User Permissions, add an option for Automations

    6 votes

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    Open  ·  0 comments  ·  Product Ideas » Automations and Workflows  ·  Delete…  ·  Admin →
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    James Marciano shared this idea  ·  Jul 12, 2022

16. Customizable negative value in the column filter view // Provide an exclude function when making lists

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    15 votes

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    Open  ·  6 comments  ·  Product Ideas » Pipeline View  ·  Delete…  ·  Admin →
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    James Marciano supported this idea  ·  Jul 1, 2022
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    James Marciano commented  ·  Sep 30, 2021  ·  Edit…  ·  Delete…

    Yes, that would help .. basically a negative turn .. so items with a certain characteristic would be able to be EXCLUDED from a search!

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17. Unique URL for Templates

    8 votes

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    Open  ·  1 comment  ·  Product Ideas » Email  ·  Delete…  ·  Admin →
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    James Marciano shared this idea  ·  Jun 30, 2022
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    James Marciano commented  ·  Jun 30, 2022  ·  Edit…  ·  Delete…

    Email templates should have a unique url so you can easily reference them with teammates in an email.

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18. Allow email templates to be shared with individual users

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Email  ·  Delete…  ·  Admin →
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    James Marciano supported this idea  ·  Jun 30, 2022

19. folders for filters

    8 votes

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    Open  ·  1 comment  ·  Product Ideas » Data Cleanliness  ·  Delete…  ·  Admin →
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    James Marciano shared this idea  ·  Jun 30, 2022

20. Do not automatically associate activities created under a company to a person in the company

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    Open  ·  0 comments  ·  Product Ideas » Activities  ·  Delete…  ·  Admin →
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    James Marciano supported this idea  ·  Apr 5, 2022