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wmeyer
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Member since ‎Jul 2, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Whitney Meyer

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Activity

Participant
April 07, 2021
We would find it useful if there was a way to create a shortcut to a form, on either the contact record, customer record or anywhere else really. (We...read more
Participant
March 25, 2021
It would be highly beneficial to have a place to see all scheduled emails, to monitor what is going out for a particular day, as well as if you neede...read more
Participant
March 25, 2021
I want to be able to not only link to documents within an email template, but also have the ability to attach a pdf (like you would do in a outlook e...read more
wmeyer on March 23, 2021
It would be helpful to have a task queue able to be used as a workflow trigger.
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1 Reply
Participant
March 23, 2021
We have created a task queue for a specific group of targeted customers. We want the tasks to be assigned "round robin" style, but there is currently...read more
Participant
January 14, 2021
I agree with @SamAdler We use transactional type emails for order confirmations, to answer questions we get via email, etc. but we are unable to s...read more
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