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Emily_
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Membre depuis ‎déc. 31, 2019
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  • Mentions J'aime ajoutées
    4
  • Mentions J'aime obtenues
    35
  • Idées
    2

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Résolues
Emily_ le Octobre 28, 2021
Is there a way to email dashboards to external emails?
A bit of a background: we're working with a different company who are sending their users to us. That company wants to have a weekly report to see which of their users onboarded with us and have provided a list so we know which come from them and wh Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
4 Réponses
Emily_
Participant
Octobre 28, 2021
Unfortunately that's not going to work as it needs to be emailed to them. Even if it was something that is automatically emailed to me and could be f...Lire la suite
Résolues
Emily_ le Octobre 28, 2021
Is there a way to email dashboards to external emails?
A bit of a background: we're working with a different company who are sending their users to us. That company wants to have a weekly report to see which of their users onboarded with us and have provided a list so we know which come from them and wh Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
4 Réponses
Emily_
Participant
Octobre 28, 2021
Unfortunately that's not going to work as it needs to be emailed to them. Even if it was something that is automatically emailed to me and could be f...Lire la suite
Emily_ le Décembre 18, 2020
Workflow delays only during working hours
Workflow actions can be set to only execute during specific times, however the delays execute even outside those times. There should be an option to set the delays to only happen during set days as well. I have automated task reminders that need Lire la suite
Répondre Idée Workflows
21 Mentions J'aime
8 Réponses
Emily_ le Décembre 31, 2019
Set a team to be company/contact owner
We're having issues with giving permissions for team owned contacts. Our company is quickly expanding and we're increasing the number of teams we have. If the person set to own all the contacts changes team, all the contacts need to be reassigned to Lire la suite
Répondre Idée Contacts & Companies
11 Mentions J'aime
2 Réponses
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