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JSchiraldi
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Member since ‎Mar 10, 2021
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Jean Marie Schiraldi

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NicholasHey on January 20, 2021
I have one task that I would like to create and tag multiple Clients or Companies. I have to add an idividual task for each client or company which is very time consuming.
11 upvotes
4 Replies
Participant
June 16, 2021
I have 6 tasks I want to create for every client and the only thing that needs to change is the client name and due date. There is no way to clone,...read more
Solved
JSchiraldi on June 16, 2021
I have 6 tasks I want to create for every client and the only thing that needs to change is the client name and due date. There is no way to clone, bulk copy or export and import tasks today.
1 upvote
1 Reply
Solved
SmartAcre on August 22, 2018
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i read more
44 upvotes
19 Replies
Participant
April 01, 2021
We are trying to automate based on contact relationship status and 30 days prior to a date field and need this ability as well.
yoramschwell on May 01, 2019
I have a property which is a date value to tell me when something needs to happen. I want to set this date automatically in a workflow when the contact does a different action (submits a form). Currently, I can only set the field to today or a stati read more
28 upvotes
8 Replies
Participant
March 10, 2021
Agreed, this would be extremely useful.
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