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brettr
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Member since ‎Aug 7, 2017
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brettr on August 07, 2017
How to create company?
When I create a contact and add a company name with it, it doesn't create a real company. Is there some way to auto create the company if it doesn't already exist? Otherwise, you add the company name then you have to go out and create a company? read more
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brettr
Member
August 08, 2017
Looks like my last post was deleted. That worked. Thanks.
Solved
brettr on August 07, 2017
How to create company?
When I create a contact and add a company name with it, it doesn't create a real company. Is there some way to auto create the company if it doesn't already exist? Otherwise, you add the company name then you have to go out and create a company? read more
Reply Discussion
0 upvote
11 Replies
brettr
Member
August 08, 2017
Looks like my last post was deleted. That worked. Thanks.
Solved
brettr on August 08, 2017
How to show name in Task card?
When viewing tasks, there is an icon at the bottom of each card for who the task is associated to. How do I also have the name displayed so I can see which customer or company the task belongs to? Thanks, Brett
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0 upvote
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Solved
brettr on August 07, 2017
How to create company?
When I create a contact and add a company name with it, it doesn't create a real company. Is there some way to auto create the company if it doesn't already exist? Otherwise, you add the company name then you have to go out and create a company? read more
Reply Discussion
0 upvote
11 Replies
brettr
Member
August 08, 2017
Looks like my last post was deleted. That worked. Thanks.
Solved
brettr on August 07, 2017
How to create company?
When I create a contact and add a company name with it, it doesn't create a real company. Is there some way to auto create the company if it doesn't already exist? Otherwise, you add the company name then you have to go out and create a company? read more
Reply Discussion
0 upvote
11 Replies
brettr
Member
August 08, 2017
Looks like my last post was deleted. That worked. Thanks.
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