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rfourie
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Member since ‎Apr 7, 2020
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Becca Fourie

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Activity

rfourie on March 26, 2024
unanswered inbound calls redirect to another number
We have implemented a virtual receptionist to handle incoming calls that go unanswered. When a call is not answered, it is redirected to this provider, who takes a message on our behalf. We prefer this option over redirecting calls to voicemail. How read more
Reply Idea Calling
1 upvote
0 Reply
catan on January 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Reply Idea Contacts & Companies Deals Tickets
163 upvotes
63 Replies
rfourie
Participant
April 20, 2021
We desperately need tasks that are created within a ticket record to associate to the contacts associated to the ticket. The default is only the com...read more
Solved
pascallap on March 26, 2018
Link contacts together (same household)
Hi guys, In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, et read more
Reply Discussion
18 upvotes
24 Replies
rfourie
Participant
July 06, 2020
we desperatly need this solution I don't understand why this function is not available not everyone is a company so if you can associate a company yo...read more
catan on January 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Reply Idea Contacts & Companies Deals Tickets
163 upvotes
63 Replies
rfourie
Participant
April 20, 2021
We desperately need tasks that are created within a ticket record to associate to the contacts associated to the ticket. The default is only the com...read more
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