Amber H.
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1 voteAmber H.
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4 votesAmber H.
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3 votesAmber H.
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2 votesAmber H.
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37 votesAmber H.
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I've been experiencing something similar. Thought it was just me.
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3 votesAmber H.
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3 votesAmber H.
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4 votesAmber H.
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7 votesAmber H.
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5 votesAmber H.
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5 votesAmber H.
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2 votes
An error occurred while saving the comment Amber H.
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I have almost 70 automations and will soon be increasing drastically. Keeping the automations organized is proving cumbersome and frustrating. Searching for a specific automation that requires editing is time consuming. When creating training material for our team for our specific SOP, I am overwhelmed by having to locate the appropriate automations. A search bar for automation titles would greatly increase user friendliness. Thanks!
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5 votesAmber H.
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2 votesAmber H.
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4 votes
An error occurred while saving the comment Amber H.
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Agreed. For example: I have a customer field entitled "Marketing". Options to choose from are Include, Exclude, VIP. I need the ability to require this field being updated when the job status/stage reaches Paid & Closed. Requiring this field to be updated upon contact creation (before the job reaches Paid & Closed) does not allow team members an appropriate amount of experience with the customer to make that decision.
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91 votesAmber H.
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Agreed, they are always in the way or hiding something I need to see.
Additional idea: Give us the option to hide the icons. Permanently attach them to the top of the screen between the notification bell and our profile icon.
Reasoning: In my opinion, a chat option is typically expected of companies now. User realization they need help produces the initiative to seek out that help. If I don't see a chat option in one of the corners of my screen, I instinctively hunt down the menu icon which is typically located on the top of a screen. I doubt I'm the only one. ;)
While having these icons so readily available does prove helpful, the ability to see what is behind those icons is more important to me as a user. I'm all for user friendliness! :)
Thought: New users would benefit from something eye-catching for the first several opens of the system to draw their attention directly to the help and chat icons.
Thank you for what you do!