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Jean-Sébastien Catier

Officers.fr Installation et paramétrage d'outils SaaS Zendesk Referal Partner

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Activity overview

Latest activity by Jean-Sébastien Catier
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    Jean-Sébastien Catier commented,

    I second that.Having an API endpoint to upload documents attached to Contacts or Deals is a must-have.

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    Jean-Sébastien Catier commented,

    I agree this is a huge limitation, not being able to define default dashboards for users or teams.That would be a great tool for user adoption, as an attractive dashboard requires some thinking and...

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    Jean-Sébastien Catier created a post,

    Better sales goals

    Would love to see new possibilities to define sales goals : - team vs. individual goals - split by pipeline (how can this not be in place yet ?) - choice of frequency : monthly, quaterly, yearly - ...

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    Jean-Sébastien Catier commented,

    Any update on the possibility of emojis in Smart List names or Deal names ? It does not work very consistently That would be a nice way to have nicer looking pages.

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    Jean-Sébastien Catier created a post,

    Dynamic filtering on date

    Today, when you want to filter on a date field, you can either pick the dates manually, or choose "dynamically" : next month, previous quarter, etc. What is missing is a dynamic set like this : las...

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    Jean-Sébastien Catier commented,

    One other use case : filtering deals or persons based on the mother companies (not the companies they are attached to).

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    Jean-Sébastien Catier created a post,

    Default and multiple currency by pipeline

    One can set only one default currency.Being able, either to have multiple default currencies, or assign a currency to a pipeline, would be useful for international uses.   Also, choosing the curren...

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    Jean-Sébastien Catier created a post,

    Custom fields - decimal value

    When defining custom fields, numeric values can be stored, but only integers, no decimal values. That's a shame.

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    Jean-Sébastien Catier created a post,

    API - define secondary contacts on a deal

    On the Sell REST API, regarding Deals, one can define a primary contact, but not any secondary ones.  This can only be done manually, while it may be useful in numerous cases. (recording the mother...

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    Jean-Sébastien Catier commented,

    Thanx Rob Stack but the issue on our side is that extracting a 5000px long PDF makes it unprintable, as it either fits on one page (impossible to read) or fits the content to the page but only show...