J Hansen
My feedback
33 results found
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32 votesJ Hansen
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16 votesJ Hansen
supported this idea
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421 votes
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J Hansen
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1,239 votes
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J Hansen
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28 votes
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An error occurred while saving the comment J Hansen
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151 votes
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An error occurred while saving the comment J Hansen
commented
PLEASE also consider adding a Condition that checks for a particular Keyword assigned to a contact. Example in our case: On email change, if the contact has the email newsletter keyword attached, send a message to the receptionist to change the email address in the online newsletter system.
(BTW it's Constant Contact in our case. Would be nice if the email could be updated automatically through the Constant Contact integration but that's another issue...!)
Thank you.
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542 votes
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An error occurred while saving the comment J Hansen
commented
I would also like to request these fields:
Mobile phone
Spouse mobile phone
Spouse email
Spouse birthdateAn error occurred while saving the comment J Hansen
commented
Yes! We vote for:
SS#
Spouse SS#
Spouse DOB
And most importantly:
CELL PHONE NUMBER!J Hansen
supported this idea
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599 votes
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An error occurred while saving the comment J Hansen
commented
When designing a workflow, if I change the order of steps within the workflow by dragging and dropping a step, it sticks on the screen in the new order, but as soon as I change or save a task or step, it reverts back to the original order. It's not saving the new order that I want... ?!
J Hansen
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533 votes
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J Hansen
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139 votes
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An error occurred while saving the comment J Hansen
commented
It would be nice to be able to go to the My Workflow Tasks page, check a box next to a bunch of tasks, and bulk-complete them all at once. I realize this isn't a standard way of using workflows and could cause conflicts if there are custom outcomes associated with workflow steps, but here is how it would help us: We have an automation template that assigns a workflow to every new contact, reminding us to add permissions to the contact. I can bulk-assign permissions to them all at once, but then I have to go and complete each workflow, one-by-one, and it is very time consuming... Would be nice to do them all in one bulk action...
J Hansen
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500 votes
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J Hansen
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925 votes
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J Hansen
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1,271 votes
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J Hansen
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We too would like to have the option to set a default preference of OFF/UNCHECKED for the Enable Birthday Reminders checkbox.
All our new contacts get added as Leads or Referrals, and only once they become a client do we want to be reminded of their birthdays. It would be much easier to go back in and check the box for the ones that become a client, rather than having to uncheck the box for all the Leads and Referrals we don't end up working with...