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James-Preseem
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Mitglied seit ‎Aug 19, 2020
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James Roberts

I have worked within the IT industry for the past 30+ years. During that time I have worked for and with companies of every size from small mom and pop shops to international conglomerates, municipal governments to nation states. I have worked in many different roles (system admin, consulting, training, technical marketing/sales/presales, educational development, technical support, customer success, technical writer, video production, etc...). In general, I've been there...done that...have the t-shirt or rather I have an entire closet of those t-shirts.

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James-Preseem
Mitwirkender/Mitwirkende
Mai 20, 2025
Reply to Merging Company or Contacts Forces New Record ID for Resulting Object
Hi Bérangère Thank you for your reply. I will certainly cross post this in the developer feedback forum as well. I am aware of the article y...Beitrag ansehen
James-Preseem on Mai 16, 2025
Merging Company or Contacts Forces New Record ID for Resulting Object
Hi All, Perhaps I am just overly sensitive about these sorts of things. It is possible that I am overreacting....but I don't think so. For the past 4+ years, merging companies together involved selecting a primary company and a company to Beitrag ansehen
Antworten Diskussion CRM
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3 Antworten
James-Preseem
Mitwirkender/Mitwirkende
Mai 07, 2025
Reply to Support Survey - exclusion / conditional send
I assume by stage you are referring to the specific status that is selected when the ticket is closed? My intent when I originally posted this wa...Beitrag ansehen
James-Preseem
Mitwirkender/Mitwirkende
Oktober 15, 2024
Reply to Prevent previously closed tickets from reopening.
I think the official term is "Working As Designed".....
James-Preseem
Mitwirkender/Mitwirkende
August 28, 2024
Reply to Prevent previously closed tickets from reopening.
Hi Rod, The workflow options have improved from when I originally wrote this post. That said, I agree that the workflow you provided does the t...Beitrag ansehen
James-Preseem
Mitwirkender/Mitwirkende
April 10, 2024
Reply to Prevent previously closed tickets from reopening.
@JDale I don't disagree with anything you said. I agree 100% that these things should likely be resolved and addressed in order for this to b...Beitrag ansehen
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