@laurabren I have been able to add and amend custom properties to Feedback Submissions but only at record creation and with no further edits. Our s...Beitrag ansehen
It took me a while to get workflows to stamp all of the identifying data I needed onto the Feedback Submissions at object creation. So i have a bunch...Beitrag ansehen
Hello, If I'm understanding correctly, and I may not be, I think the only difference here is the view. There is a pipeline view and a list view....Beitrag ansehen
We sell tours and our customers fill a form to download Itineraries often during their investigation, then submit Trip Inquiry forms when they get cl...Beitrag ansehen
I'd like to add that it would be great to see ALL task properties added to that list. There is a Record Source Detail field that is capturing data th...Beitrag ansehen
I agree. I can't figure out how to get the Deal and Product information I put on the feedback submission on creation to export with the responses. Ju...Beitrag ansehen
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