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Erik Bailey
Joined Apr 15, 2021
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Last activity Apr 26, 2024
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Latest activity by Erik Bailey
Erik Bailey commented,
Certainly! I would probably have another member of our organization attend in my place, but overall we are still very interested in this capability, as it would drastically reduce the number of fields we need on the left-hand pane of an Organization record.
View comment · Posted Mar 14, 2023 · Erik Bailey
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Erik Bailey commented,
+1. We have not yet been migrated to the new interface, but this is the single most scary change I see. Having the most recent information directly on top is fundamental and anything else is insane. Your example of how inbound emails are shown is spot-on. This needs to change. Upvoted.
View comment · Posted Nov 09, 2022 · Erik Bailey
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Erik Bailey created a post,
It would be extremely valuable to allow attachments for Organizations.
For example, being able to attach a support contract to the Organization record, since the terms and SLAs can vary by organization.
We make extensive use of custom fields for Organizations (I think we have about 40 fields currently), but we would really like to be able to have a file repository, rather than having to have a separate correlated location (file share, SharePoint, box.com, etc). While an organizational structure (hierarchical folders?) within it would be ideal, even just a flat list of files sorted by filename or upload date would be sufficient! :)
Thanks for considering this! :)
Posted Apr 07, 2017 · Erik Bailey
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