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Advokatix
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Member since ‎Aug 12, 2019
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joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
Advokatix
Member
December 04, 2019
+1 Is needed! Also other workarounds do not work, I tried to create two accounts and send the Info wich should be shared throu api put and pull but ...read more
atma on June 16, 2018
Customer portal for Tickets
Allow customers to log in and see their Ticket inbox, history, statuses, replies etc. Ideally integrate this with Knowedge Base too.
Reply Idea Knowledge Base Tickets
466 upvotes
221 Replies
Advokatix
Member
September 05, 2019
Hallo everybody, we got the answer from HubSpot that there is no client portal at this moment. So we decided to build it up on our own. There are a ...read more
atma on June 16, 2018
Customer portal for Tickets
Allow customers to log in and see their Ticket inbox, history, statuses, replies etc. Ideally integrate this with Knowedge Base too.
Reply Idea Knowledge Base Tickets
466 upvotes
221 Replies
Advokatix
Member
September 05, 2019
Hallo everybody, we got the answer from HubSpot that there is no client portal at this moment. So we decided to build it up on our own. There are a ...read more
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