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KimRogers
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Jul 27, 2020
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Kimberley Rogers

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Solved
KimRogers on August 15, 2023
How can I use Custom Format Data to remove non consistent text
Not sure if this is even possible, but I'm trying to use Format Data in workflows to remove text from a Deal property The problem I have is that the text I am trying to remove differs on each deal. For example the deal name is "Joe Blog read more
Reply Discussion Format Data Actions
0 upvote
2 Replies
KimRogers
Participant | Platinum Partner
August 17, 2023
Thanks so much @karstenkoehler !
Solved
KimRogers on August 15, 2023
How can I use Custom Format Data to remove non consistent text
Not sure if this is even possible, but I'm trying to use Format Data in workflows to remove text from a Deal property The problem I have is that the text I am trying to remove differs on each deal. For example the deal name is "Joe Blog read more
Reply Discussion Format Data Actions
0 upvote
2 Replies
KimRogers
Participant | Platinum Partner
August 17, 2023
Thanks so much @karstenkoehler !
Solved
KimRogers on May 22, 2023
find multiple tickets using a workflow
Hey I wonder if anyone has a hack for this: In summary, I trying to find a way via a workflow to see if a contact has a ticket in 2 different ticket pipelines. We have pipeline for disputes and one for overdue payments so I want read more
Reply Discussion Enterprise
0 upvote
4 Replies
KimRogers
Participant | Platinum Partner
June 07, 2023
Hi CollenJ In the Overdue Payments pipekine, I referenced the ticket name as our ticket names are updated to the customers name. If the same cont...read more
Solved
KimRogers on May 22, 2023
find multiple tickets using a workflow
Hey I wonder if anyone has a hack for this: In summary, I trying to find a way via a workflow to see if a contact has a ticket in 2 different ticket pipelines. We have pipeline for disputes and one for overdue payments so I want read more
Reply Discussion Enterprise
0 upvote
4 Replies
KimRogers
Participant | Platinum Partner
June 07, 2023
Hi CollenJ In the Overdue Payments pipekine, I referenced the ticket name as our ticket names are updated to the customers name. If the same cont...read more
Solved
KimRogers on May 22, 2023
find multiple tickets using a workflow
Hey I wonder if anyone has a hack for this: In summary, I trying to find a way via a workflow to see if a contact has a ticket in 2 different ticket pipelines. We have pipeline for disputes and one for overdue payments so I want read more
Reply Discussion Enterprise
0 upvote
4 Replies
KimRogers
Participant | Platinum Partner
June 07, 2023
Hi CollenJ In the Overdue Payments pipekine, I referenced the ticket name as our ticket names are updated to the customers name. If the same cont...read more
Paula on September 02, 2022
Make Payments Available in Australia
We've requested Payments be made available in Australia, but only ever see statements like, "we can't guarantee when...". It's great that busnesses based in the US have been able to benefit with the use of this feature; don't you think it's time read more
Reply Idea Payments
21 upvotes
9 Replies
KimRogers
Participant | Platinum Partner
May 16, 2023
Having payments available in Australia would solve so many payment issues for us as a business - keen to use this feature!
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