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Jean-Sébastien Catier

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

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Votes on activity by Jean-Sébastien Catier Recent activity Votes
  • 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 - ...

  • 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...

  • 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...

  • Custom fields - decimal value

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

  • 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...