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Conor Murphy's Avatar

Conor Murphy

Incorporación 14 abr 2021

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Última actividad 27 oct 2021

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Última actividad de Conor Murphy

Conor Murphy hizo un comentario,

Comentario de la comunidad Feedback - Apps and integrations (Platform)

Loving the app so far. Couple of things I've noticed with it. I searched an agent that had a "-" in their name and there were no results returned, yet the agent existed in the instance. 

Another thing I would like is the ability to have a model or list populated of the agents/end users selected. My use case was tagging a subset of agents and end users with a specific tag. I had to search for the end users specifically which was fine, but once I checked the box and then moved to another end user, even though that end user was captured in the back end, I had no visibility on who I had selected. As the list grew bigger, it's harder to see anyone you missed. The only way you know is when you choose Edit End Users box, there is a sum total of the users you selected, but no list of who they may be. I found that I had to go back to my sheet, and cross reference the total of the people I had with the total populated in the model. This meant that I could only really bulk as much as 10-15 since any one missed meant I would need to go back through the bulk and start combing through who I may have missed. 

Finally, I made the mistake of adding a tag with out a _ so I got two tags on an agent. When I went to remove it the same way, the model requires a manual input. This is fine, but as a feature I would love it if I could move the model or have a visibility of what currently exists on the profile. (This is more of a nice to have I know.)

This has still saved me time, so I love it, but I know it can save me more time with these enhancements. Thanks

Ver comentario · Publicado 14 ago 2020 · Conor Murphy

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