Custom Fields For Users (Team Members)
M
Mich Sneddon
If we could create a custom field for team members (users) this would be MASSIVE. Means we can have way more flexibility in cycling users in campaigns (dynamically insert more things other than phone, email, signature, calendar).For example, this would also solve the problem I submitted in these ideas:https://ideas.gohighlevel.com/ideas/HIGHLVL-I-1308https://ideas.gohighlevel.com/ideas/HIGHLVL-I-1253A custom field for 'custom user calendar' would solve both of these. This is also a pathway to round robin cycling through calendars - the round robin would be done at the point they enter the campaign!
HIGHLVL-I-1330
Log In
E
Eshan Joshi
Yes please! It would be great.
S
Simon Heit
This would be great for affiliate systems because you can put an "Affiliate ID" or ref=id field (single line text/number field) and have that pass as URL parameters in outbound trigger links sent to customers! Sales reps can get commissions easily tracked this way!
S
Simon Heit
This would be extremely helpful. There are MANY MANY use cases for this. Please move this one to "In Progress!"
T
Tom Hines
Yes please
P
Peter Stevens
This is absolutely needed, at its simplest it could be used for things such as :-
User Role, or Job Title
M
Mike Petritis
Absolutely necessary for insurance agents and the finance industry.
K
Keyper Digital
YES!
B
Bert Rico
I was just going to open a similar idea.
For a client I am working with they want the ability to select a team member who may not necessarily be the opportunity owner in a custom field. The use case is..
As a Damage Mitigation company, we want to select from a list of our team members in a custom dropdown field so that we can track when a staff member opens a claim with the homeowner's insurance company which often is a different team member than the opportunity owner.
S
Simon Heit
Bert Rico Check out "Followers" of opportunities rather than owners
C
Chris Galard
We need this too
B
Brady Bell
Would love this. We have specific employee ID's we need to store in the CRM in order to link the crm with our HR software. This would help smooth that process over dramatically!
S
Simon Heit
Brady Bell you can also create contacts for the employees and create automations from those specific contacts who are also employees
Load More
→