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MPalmer6
Colaborador
Miembro desde ‎nov 28, 2022
  • Soluciones
    1
  • Respuestas
    21
  • Me gusta otorgados
    5
  • Me gusta recibidos
    26
  • Ideas
    1

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MPalmer6 en Julio 16, 2024
Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we Leer más
Colaborador
Julio 18, 2024
Awesome. Just done the upvote for that link, thanks again. Hopefully its reviewed as it would be great to have.
NAhvee en Junio 27, 2023
Currently, anytime you send or receive an email. All images attached will save under attachements. Unsure what other companies are using the attachment feature for under contacts and deals, but this is where we store our quotes, POs, invoices and Leer más
19 Me gusta
8 Respuestas
Colaborador
Julio 18, 2024
Would be a great improvement, 100% agree Very annoying to have all the stock images constantly being stored
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MPalmer6 en Julio 16, 2024
Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we Leer más
Colaborador
Julio 18, 2024
Awesome. Just done the upvote for that link, thanks again. Hopefully its reviewed as it would be great to have.
MPalmer6 en Julio 28, 2023
Hi All I think I know the answer as just spent a good hour trying to figure this out but really hoping someone has a cheeky work around or a way to manipulate the system. I have created a replica property under the company information - cal Leer más
0 Me gusta
4 Respuestas
Colaborador
Julio 10, 2024
Hi Kevin Sorry for my delay, I have been on a bit of annual leave. I made a bit of hybrid solution for us. I created a new property section f...Leer más
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MPalmer6 en Diciembre 20, 2022
Hi, I am looking to set up a workflow for a reminder for the contract end date field I have created. I only want it to remind via a task, as I do not need to contact the client before, as its an internal reminder. This was my first att Leer más
0 Me gusta
6 Respuestas
Colaborador
Febrero 16, 2024
Hi, I set up a new company property in settings. Then added it to my defaults within my client profiles so it shows in the section where I wanted to ...Leer más
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MPalmer6 en Septiembre 29, 2023
We would like to customise the fields/columns within the customer portal as they are very limited in its current format. There is not even the ability to filter. Is this in the development pipeline?
2 Me gusta
1 Respuestas
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