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Amber H.

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  1. 1 vote

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  2. 4 votes

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  3. 3 votes

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  4. 2 votes

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  5. 2 votes

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  6. 3 votes

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  7. 2 votes

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  8. 37 votes

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    Amber H. supported this idea  · 
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    Amber H. commented  · 

    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!

  9. 2 votes

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    Amber H. commented  · 

    I've been experiencing something similar. Thought it was just me.

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  10. 3 votes

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  11. 3 votes

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  12. 4 votes

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  13. 7 votes

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  14. 5 votes

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  15. 5 votes

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  16. 2 votes

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    Amber H. commented  · 

    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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  17. 5 votes

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  18. 2 votes

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  19. 4 votes

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    Amber H. commented  · 

    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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  20. 91 votes

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