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Contact, Lead, Shoot - History Page
Read lessCould you create a page where we can see the date and time that various actions occurred like the status was changed to or from something.
I can go see the email history but not when tasks and statuses were changed and by whom.
Assistant Extension 2
Read lessAdd ability to create or add tasks at a certain point based on, say a booking proposal being sent. i.e. add a task to say "Not interested? Change status to cancelled"
Read lessAdd ability to create our own assistant. The specific follow up multiple times feature would be great. i.e. I'm creating some workflows to follow up on an enquiry but being able to specific that the email is sent at 1 day, 3 days and 7 days would be great, instead of having to create 3 workflow steps.
Delete warning - safety check
Read lessPlease could you add context, WHAT are you about to delete.
Are you sure you want to delete this email template?
Are you sure you want to delete the "Email name" email template?
Tasks - Yes/No vs delete
Read lessAllow a yes/no answer vs checking it off. Which would then allow different logic.
Insead of 2 tasks, then 1 has to be deleted.
Didn't respond do X
Did respond do Y
instead Did they respond?
Yes to X
No do Y
allow a task to delete another task and it's sub-tasks, in the much the same way that you can change the status, Did respond? in the first example could delete the "Didn't Respond?" tasks.
OR (but this can get really complicated for beginners)
allow or logic, so if the status or something = this then don't run that task.
if you did implement this, allow multiple select of statuses, if in this list.
Re-ordering workflow items
Read lessCould you allow 2 options, move this tasks, move this set of tasks.
i.e. where you have dependant tasks allow the block to be moved vs having to move individual ones.