Profil

KimRogers
Participant | Partenaire solutions Platinum
Participant | Partenaire solutions Platinum
Membre depuis ‎juil. 27, 2020
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  • Solutions
    0
  • Réponses
    4
  • Mentions J'aime ajoutées
    51
  • Mentions J'aime obtenues
    2
  • Idées
    0

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Kimberley Rogers

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Résolues
KimRogers le Août 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 Lire la suite
Répondre Discussion Format Data Actions
0 Mention J'aime
2 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Août 17, 2023
Thanks so much @karstenkoehler !
Résolues
KimRogers le Août 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 Lire la suite
Répondre Discussion Format Data Actions
0 Mention J'aime
2 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Août 17, 2023
Thanks so much @karstenkoehler !
Résolues
KimRogers le Mai 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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Juin 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...Lire la suite
Résolues
KimRogers le Mai 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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Juin 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...Lire la suite
Résolues
KimRogers le Mai 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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Juin 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...Lire la suite
Paula le Septembre 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 Lire la suite
Répondre Idée Payments
20 Mentions J'aime
9 Réponses
KimRogers
Participant | Partenaire solutions Platinum
Mai 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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