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MVickers
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Member since ‎Jan 8, 2021
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Matt Vickers

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MVickers
Member
October 23, 2024
Reply to Set Association Labels On Records via a Workflow
Hi Maggie + Team, As a part of this would it be possible to change the copy functionality to work based on association labels? Currently to ...read more
MVickers
Member
June 27, 2024
Reply to Set Association Labels On Records via a Workflow
Is there going to be functionality to associatte tasks from deals to contacts using the associataion label? we use deal predemonitley and only a...read more
MVickers on June 06, 2024
Custom Reports - View FULL details
We have a client report that shows certain date such as time created etc, and a task report that shows when a task was created and whn it was comepleted. however neither of these can see each other and when you try to make a custome report thes read more
Reply Idea Dashboards & Reports
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MVickers
Member
April 26, 2024
Reply to Set Association Labels On Records via a Workflow
weve only just started using label and this is one of the first things that came to mind that we needed cant believe it wasnt done from the start...read more
MVickers
Member
February 19, 2024
Reply to Access copy of marketing email a contact has received from contact timeline
Yes agreed, once you add personalisation into the email it makes it impossible to see what the client has received. Very much a needed upgrade fr...read more
MVickers
Member
September 18, 2023
Reply to Beta Dashboard filters: be able to change frequencies
Losing the date range option is a terrible idea, moves us backwards instead of forward
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