Profil

MPalmer6
Participant
Membre depuis ‎nov. 28, 2022
  • Solutions
    1
  • Réponses
    20
  • Mentions J'aime ajoutées
    4
  • Mentions J'aime obtenues
    26
  • Idées
    1

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Matt Palmer

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Activité

MPalmer6 le Juillet 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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Juillet 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...Lire la suite
Résolues
MPalmer6 le Décembre 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 Lire la suite
0 Mention J'aime
6 Réponses
Participant
Février 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 ...Lire la suite
Résolues
MPalmer6 le Septembre 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 Mentions J'aime
1 Réponse
Résolues
MPalmer6 le Août 23, 2023
Hi I can see that on the right hand column, there is an attachment property. But I was looking to add a Contract upload property for the left hand side menu. I added the option 'file' thinking this would work but its just a text box. Lire la suite
0 Mention J'aime
4 Réponses
Participant
Août 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
Résolues
MPalmer6 le Août 23, 2023
Hi I can see that on the right hand column, there is an attachment property. But I was looking to add a Contract upload property for the left hand side menu. I added the option 'file' thinking this would work but its just a text box. Lire la suite
0 Mention J'aime
4 Réponses
Participant
Août 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
MPalmer6 le Juillet 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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Juillet 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...Lire la suite
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