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Rename Headers within the Conversations Window per Sheet
Hello, Currently, the titles for rows within the conversations section of a sheet show only the value within the Primary Column. I need to use the primary column for reasons other than a descriptor. I recommend being able to select a column to display as the header for conversations. Maybe like a "pseudo-primary column".…
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Column Parity Override in Reports
I would really appreciate a feature in the advanced setup for a report where you could tell the system that two columns with different names should be displayed together under a new name, kind of like how the Primary column functions. I occasionally find that I have two pieces of like information that should be displayed…
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DataShuttle Excel export behaves differently when exporting manually
We have a sheet that contains many columns, some of which are contact fields. When we export that sheet manually, directly from in the sheet itself (File > Export > Export to Microsoft Excel) those fields appear in Excel as the users name. However, when creating an offload workflow through DataShuttle, the same field in…
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Create Row Link to pull attachments from one sheet to another
I would like to have the ability to copy links/attachments from one sheet to another. I am currently sending all data of the row to another sheet but have to manually copy the attachment/link.
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Contact Column Recipients for Proof Approval within Reports
Recently there was a new release allowing for someone uploading proofs to choose a group from Contact column. This is fantastic, but it was implemented only in a sheet. Many teams utilize reports to assign work to team members. Unfortunately the scope of the Contact Column Recipients project did not include making this…
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Editable Update Request Title, remove: "You have 1 update to complete" text
It would be nice for the ability to remove the “Request for information” from the top of the email.
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Auto Provision Problem
I work for UIF and need to add users with email addresses from UIC. However, there is a person with a UIC email address that has a SS account which auto adds all users with a UIC email address. Everytime I need to add a UIC user to my account, I have to ask the UIC owner to turn off auto provisions, and send a new SS…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Rearranging uploaded attachments
I may be completely oblivious to something existing for this already. However, may I suggest the ability to rearrange attachments once they have been posted to a row. For our use case here, it makes it a lot easier for clients if their attachments are in chronological order. Which is usually a none issue granted the…
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Exclude oneself on automation notification rules
When building an automation, and selecting to notify users if certain criteria's are met, I would like the option to exclude oneself from the notification. For example, if I am the user adding a new row, and I already know that I am missing the go live date, because I don't have it yet, it is silly to receive an email…
