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emmathompson_0
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Member since ‎Sep 16, 2020
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Emma Thompson

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emmathompson_0 on July 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a read more
Reply Discussion Developer
0 upvote
7 Replies
emmathompson_0
Contributor
July 27, 2021
Makes sense - thank you for your help. Cheers, Emma
Solved
emmathompson_0 on July 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a read more
Reply Discussion Developer
0 upvote
7 Replies
emmathompson_0
Contributor
July 27, 2021
Makes sense - thank you for your help. Cheers, Emma
Solved
emmathompson_0 on July 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a read more
Reply Discussion Developer
0 upvote
7 Replies
emmathompson_0
Contributor
July 27, 2021
Makes sense - thank you for your help. Cheers, Emma
Alex_Green on September 21, 2020
Progressive fields in custom properties
Similar to the way in which progressive fields work in smartforms, it would be great to have this functionality when creating custom properties. For example, we run more than 20 events per year, and for each event a contact can register in 3 differe read more
Reply Idea Contacts & Companies
24 upvotes
7 Replies
emmathompson_0
Contributor
April 27, 2021
I would love this feature too. I am trying to make things a little easier when our LG/DG teams add contact info, so they see certain fields depending...read more
Solved
emmathompson_0 on January 12, 2021
Removing a contact from a workflow via removing them from a list
Does anyone know if by removing a contact from the list that's associated with a workflow (being in this list triggers the workflow) it will stop the contact from recieving the emails etc?? I have searched on here but nothing about lists and workfl read more
Reply Discussion Workflows
1 upvote
1 Reply
jennysowyrda on September 21, 2020
GSuite vs. Office 365: which is better?
A rivalry almost as old as the internet itself - G Suite vs. Office 365. This week we're discussing which solution you've found to be better for your business (and your personal life, too)! Do you have a love / hate relationship with read more
Reply Discussion
1 upvote
24 Replies
emmathompson_0
Contributor
September 25, 2020
Such a good debate! I have recently moved over to GSuite after changing employer... at the moment I still love 365 but there are some that are sl...read more
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