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IronDesk
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Member since ‎Aug 4, 2020
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Janelle Giles

Building my agency, finding one solution at a time

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IronDesk on December 27, 2020
Setting up CRM Cards
I'm really interested in setting up CRM Cards, which will really give my business and clients a boost, however, I'm not familiar with coding and I haven't been able to find developer classes to learn how to set up CRM Cards
Reply Discussion CRM
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Jord2000 on September 07, 2020
Setting up a booking system on Landing Page
I'm looking at creating a landing page that features a calendar. The page is promoting courses that are anything from a week to 14 weeks long, so I need a calendar that lets users chose which week(s) they want to sign up to. I've looking at the read more
Reply Discussion Landing Pages
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IronDesk
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October 04, 2020
I use the list function a lot
IronDesk on September 18, 2020
Sorting Contacts Birthdays
I've been able to sort birthday by months Create a new property called 'birthday' Download contacts emails and date of birth into an Excel spreasheet Copy the date of births in a new colum and shorten all the dates to {number - month}(12-Jul) read more
Reply Discussion How To
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1 Reply
IronDesk on August 04, 2020
D.I.M.E. Calculator
I would like to have this Form created Insurance agents have to provide a financial analyst to clients before selling insurance to clinets. With a D.I.M.E. calculator they can gather all the new client's information and show the results. The cli read more
Reply Idea Forms
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