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Rachel

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  1. 23 votes
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    Rachel supported this idea  · 
  2. 41 votes
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    Rachel commented  · 

    Not able to create an active hyperlink as an option. In the Any Text option I can paste the URL but I can't make it an active link. Using important Information section in the meantime but would prefer a UDF and the ability to click the link

    Rachel supported this idea  · 
  3. 175 votes
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    Rachel supported this idea  · 
  4. 530 votes
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    Rachel commented  · 

    AGREE! As we break out a procedure for each task we do, we are using activities less and workflows more. We need the same functionality as activities in our workflows especially when it comes recurring but also for the ability to assign more than one person to task versus needing to build every combination for a team.

    Rachel supported this idea  · 
  5. 373 votes
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    Rachel commented  · 

    It would be great to link visual aides or even detailed procedure manual. Great idea!!

    Rachel supported this idea  · 
  6. 251 votes
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    Rachel supported this idea  · 
  7. 842 votes
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    Rachel commented  · 

    AGREE! Great Idea!!

    Rachel supported this idea  · 
  8. 497 votes
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    Rachel supported this idea  · 
  9. 107 votes
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    Rachel supported this idea  · 
  10. 316 votes
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    Rachel supported this idea  · 
  11. 200 votes
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    Rachel commented  · 

    WF initiated or completed Trigger

  12. 15 votes
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    Rachel shared this idea  · 
  13. 268 votes
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  14. 732 votes
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  15. 593 votes
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    Rachel commented  · 

    We still need this! especially when a step is completed but there is a lingering step that can be done at the next step - we want to be able to move it forward so we can move along with the workflow. We use workflows heavily and this is much needed especially when you have a on off scenario within a typical workflow

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    Rachel commented  · 

    AGREEEEEEEEEEEEEE

    Rachel supported this idea  · 
  16. 139 votes
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    Rachel supported this idea  · 
  17. 26 votes
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    Rachel supported this idea  · 
  18. 759 votes
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    Rachel supported this idea  · 
  19. 148 votes
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    Rachel commented  · 

    Ability to have contact and activity conditions for example If appt scheduled for "this advisor" - I want to do several different automation but I can't filter to the advisor

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