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Jay Clementson

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Activity overview

Latest activity by Jay Clementson
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    Jay Clementson created a post,

    Creating a Ticket in Support from the Sell app

    Hello,  I used the Sell app to create a ticket in support. This feature is completely pointless as it does not allow me to assign any groups or agents, set a status, and basically do nothing but cr...

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    Jay Clementson commented,

    I agree but to clarify more, do you want to export the downloads or are you trying to have all attachments save on the deal or contact in the download section?  If it is the later, I already reache...

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    Jay Clementson commented,

    Hello Laura, Thank you for your response but, I am looking for a little more. In this screenshot, you can see the breakdown which is fine.  But, when I switch to the blocking total I no longer hav...

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    Jay Clementson commented,

    Hello Michael, Good question. You can add a secondary email as a custom field but this is the shortcoming;  From Zendesk: "Our developers have gotten back to me and let me know that they unfortunat...

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    Jay Clementson commented,

    Hello,  Is there a way to have the automatic prospect status not change when a deal is won or lost? We work with a lot of repeat business and it is weird for reporting when I have a customer that h...

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    Jay Clementson commented,

    Hello,  Why hasn't the ability to ban an email from ZD Chat been established yet? Right now, we have a person trolling us and they continue to change the IP address but, they will use the same emai...

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    Jay Clementson commented,

    Hello,  If you were an admin before and you could use talk, and after the update happened, you lost the ability to use talk, then you need to change the agent to Team Lead.  That happened to me a l...

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    Jay Clementson created a post,

    Deal Smartlist - Need an email field

    Hello,  Like the title says. I would like to export a smart list under the Deal card but I am unable to add an email field to the options. This can be done under the contacts card. the workaround r...

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    Jay Clementson commented,

    Hello,  As an admin, do I have the ability to see the personal templates created by my team? If no, why not? If yes, please inform me where to find it.  Thank you,

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    Jay Clementson created a post,

    Changing the Owner of a Company Contact and their Employees

    Hello,  Like the title says, we need to find a way to reassign the owner of a company and also have the employees under this company also be reassigned.  As it stands, if I upload 1000 contacts and...