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seliav
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Shawn Eliav

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seliav en Junio 02, 2020
save default field groups for lists, contacts, and exports
I need to view different fields of users in different lists, depending on how that list is used. For example, with leads, I'd want to be able to quickly view and sort for different fields than I would with customers. There are a few combinations of Leer más
Responder Conversación Contacts
1 Me gusta
4 Respuestas
seliav
Participante
Junio 02, 2020
That's good to know. Thanks Josh. Still think it'd be helpful if that were true for lists as well!
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seliav en Junio 02, 2020
save default field groups for lists, contacts, and exports
I need to view different fields of users in different lists, depending on how that list is used. For example, with leads, I'd want to be able to quickly view and sort for different fields than I would with customers. There are a few combinations of Leer más
Responder Conversación Contacts
1 Me gusta
4 Respuestas
seliav
Participante
Junio 02, 2020
That's good to know. Thanks Josh. Still think it'd be helpful if that were true for lists as well!
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seliav en Agosto 08, 2019
Disable enrollment without turning off workflow
I'd like to be able to disabled enrollment for future users while still allowing users currently active to complete the workflow. The only way to do this right now is to remove all enrollment triggers, but I don't want to do that because then I don' Leer más
Responder Conversación Workflows
4 Me gusta
3 Respuestas
seliav en Julio 08, 2019
show internal email title in contact timeline
On a contact's timeline, Marketing Email activity is shown with the subject line of the email. I can identify an email much more easily from it's internal title than from the subject line, especially since we sometimes reuse subject lines for differ Leer más
Responder Idea Activity Feed Contacts & Companies Marketing Emails
10 Me gusta
6 Respuestas
seliav en Marzo 09, 2018
"Case" Branching Logic in Workflows
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b Leer más
Responder Idea Workflows
25 Me gusta
11 Respuestas
seliav
Participante
Marzo 28, 2018
Another thought to add - the above scenario could be address by smart content, but I want to report on the different variations of the email separate...Leer más
seliav en Marzo 09, 2018
"Case" Branching Logic in Workflows
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b Leer más
Responder Idea Workflows
25 Me gusta
11 Respuestas
seliav
Participante
Marzo 28, 2018
Another thought to add - the above scenario could be address by smart content, but I want to report on the different variations of the email separate...Leer más
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