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Erik Bailey
Adhésion le 15 avr. 2021
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Dernière activité le 26 avr. 2024
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Dernière activité effectuée par Erik Bailey
Erik Bailey a ajouté un commentaire,
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.
Afficher le commentaire · Publication le 14 mars 2023 · Erik Bailey
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Erik Bailey a ajouté un commentaire,
+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.
Afficher le commentaire · Publication le 09 nov. 2022 · Erik Bailey
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Erik Bailey a créé une publication,
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! :)
Publication le 07 avr. 2017 · Erik Bailey
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