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adamvlaw
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Member since ‎Sep 16, 2019
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adamvlaw on July 23, 2023
Managing duplicates is pretty tedious. You could make it easier by: 1. Adding a REJECT button to the bottom of the pop-up window next to MERGE and CANCEL. 2. Advancing to the next duplicate in the list once you press either MERGE or REJECT. Go read more
2 upvotes
2 Replies
Solved
adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
June 04, 2021
Karsten, I've created the idea post here: Easy Attach Ticket/Contact/Company/Deal Attachment to an Email Thanks for upvote!
adamvlaw on June 04, 2021
If one of our users attaches an attachment to a ticket/contact/company/deal that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the customer in that read more
46 upvotes
11 Replies
Solved
adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
June 04, 2021
Karsten, I've created the idea post here: Easy Attach Ticket/Contact/Company/Deal Attachment to an Email Thanks for upvote!
Solved
adamvlaw on June 04, 2021
Hello! I think I am going crazy. If one of our users attaches an attachment to a ticket that we request (i.e. an invoice for a customer), why do I have to download that attachment to my computer and then re-attach it to an email written to the c read more
Member
June 04, 2021
Karsten, I've created the idea post here: Easy Attach Ticket/Contact/Company/Deal Attachment to an Email Thanks for upvote!
adamvlaw on April 09, 2021
1. Enrollment Trigger or Active List Trigger: We should be able to use the Docusign integration to check to see if a contact has completed a particular form (Docusign envelope) without it being a timeline event and start them in a workflow or get th read more
9 upvotes
2 Replies
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