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miless
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Member since ‎May 12, 2020
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Miles Shacklady

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miless on November 03, 2023
Allow Admins to reset property panel to defaults
I found out the property panel for company and contact pages wasn't updating after customising. After hours, I found the solution was to reset the properties panels to account defaults. As an admin, I now need to get everyone in the company to read more
Reply Idea Contacts & Companies Properties Users & Teams & Permissions
0 upvote
0 Reply
miless on June 01, 2020
Views: 'OR' Filter Condition
At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means read more
Reply Idea Contacts & Companies
30 upvotes
14 Replies
Solved
miless on May 20, 2020
Create a Reference to a property
Hi there, I am wondering if it's possible to create a reference to a property so that properties update automatically based on other properties. For example: 1. If a companies membership is changed from active to deactive, can we reference read more
Reply Discussion Contacts
0 upvote
3 Replies
miless
Participant
May 22, 2020
Hi thanks for your reply 🙂 So for the first question : how would you actually set up a workflow triggered by the ' membership status' and t...read more
Solved
miless on May 20, 2020
Create a Reference to a property
Hi there, I am wondering if it's possible to create a reference to a property so that properties update automatically based on other properties. For example: 1. If a companies membership is changed from active to deactive, can we reference read more
Reply Discussion Contacts
0 upvote
3 Replies
miless
Participant
May 22, 2020
Hi thanks for your reply 🙂 So for the first question : how would you actually set up a workflow triggered by the ' membership status' and t...read more
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