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emmathompson_0
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Mitglied seit ‎Sep 16, 2020
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Emma Thompson

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emmathompson_0 on Juli 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a Beitrag ansehen
Antworten Diskussion Developer
0 Likes
7 Antworten
emmathompson_0
Mitwirkender/Mitwirkende
Juli 27, 2021
Makes sense - thank you for your help. Cheers, Emma
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emmathompson_0 on Juli 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a Beitrag ansehen
Antworten Diskussion Developer
0 Likes
7 Antworten
emmathompson_0
Mitwirkender/Mitwirkende
Juli 27, 2021
Makes sense - thank you for your help. Cheers, Emma
Gelöst
emmathompson_0 on Juli 27, 2021
Option to copy properties to multiple levels (deal, company & contact)
I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact. To be able to include them in forms and profiling etc they need to be on different levels - Is there a Beitrag ansehen
Antworten Diskussion Developer
0 Likes
7 Antworten
emmathompson_0
Mitwirkender/Mitwirkende
Juli 27, 2021
Makes sense - thank you for your help. Cheers, Emma
Alex_Green on September 21, 2020
Progressive fields in custom properties
Similar to the way in which progressive fields work in smartforms, it would be great to have this functionality when creating custom properties. For example, we run more than 20 events per year, and for each event a contact can register in 3 differe Beitrag ansehen
Antworten Idee Contacts & Companies
24 Likes
7 Antworten
emmathompson_0
Mitwirkender/Mitwirkende
April 27, 2021
I would love this feature too. I am trying to make things a little easier when our LG/DG teams add contact info, so they see certain fields depending...Beitrag ansehen
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emmathompson_0 on Januar 12, 2021
Removing a contact from a workflow via removing them from a list
Does anyone know if by removing a contact from the list that's associated with a workflow (being in this list triggers the workflow) it will stop the contact from recieving the emails etc?? I have searched on here but nothing about lists and workfl Beitrag ansehen
Antworten Diskussion Workflows
1 Likes
1 Antwort
jennysowyrda on September 21, 2020
GSuite vs. Office 365: which is better?
A rivalry almost as old as the internet itself - G Suite vs. Office 365. This week we're discussing which solution you've found to be better for your business (and your personal life, too)! Do you have a love / hate relationship with Beitrag ansehen
Antworten Diskussion
1 Likes
24 Antworten
emmathompson_0
Mitwirkender/Mitwirkende
September 25, 2020
Such a good debate! I have recently moved over to GSuite after changing employer... at the moment I still love 365 but there are some that are sl...Beitrag ansehen
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