Taylor Choonhaurai
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Total activity47
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Last activity
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Activity overview
Latest activity by Taylor Choonhaurai-
Taylor Choonhaurai commented,
Is there a plan to add triggers to Contacts, not just leads? It would be great if a Visit or Call could be a trigger so the representative can follow up with the outreach.
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Taylor Choonhaurai commented,
What are the certain actions collaborators are notified on? Per the : "The collaborator is notified when certain actions take place on those records."
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Taylor Choonhaurai created a post,
Parent Company - App
Our company uses Parent Company's and Company Hierarchy's extensively. We sometime have 50+ companies under 1 parent. The Zendesk app has a small icon that users accidentally press and delete the ...
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Taylor Choonhaurai commented,
We engage in conversations on platforms and also like to view their profile before entering the store. It is helpful for our team specifically because we are active on social media and like to tag ...
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Taylor Choonhaurai commented,
I agree and believe this would be very helpful. We've added Instagram in as a custom link field but it would be cleaner is all social media was in one spot.
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Taylor Choonhaurai created a post,
Turn off Collaborator Notification
There is no way to turn off collaborator notifications via email or in site. I am adding users to 100+ cards and I'd love to turn it off for them.
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Taylor Choonhaurai created a post,
Batch Editing Collaborators
It would be great is we could add collaborators more efficiently. Currently the only option to edit collaborators is to open every card and add. If we could add/edit them on list view this would be...
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Taylor Choonhaurai commented,
Why is a topmost manager not the person with all the contacts reporting to them? This is not very clear. If everyone reports to the topmost manager, why are there no reportees?
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Taylor Choonhaurai commented,
Agree, I currently am exporting that information and running an Excel report to get that information and compare it to sales.
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Taylor Choonhaurai commented,
Is there anyway I can add a collaborator in a bulk upload? Also curious why collaborators are not editable in contact lists. We have a new employee that should be able to collaborate on all his man...