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ACarlaw
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Member since ‎Apr 7, 2021
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Andrea Carlaw

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ACarlaw on June 12, 2022
Delete or hide the default task views & show counts
Our team is heavily using the tasks feature, but we have created views to split our work into 'types' (e.g. internal work, customer follow ups etc). These suit our needs, and I would love to hide the default task views such as 'today' and 'overdue read more
Reply Idea Tasks
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ACarlaw
Participant
July 04, 2021
Reply to Allow custom email activity association with Deals via Outlook
@Flora is there a way to do this for calendar appointments? I've fixed the settings that auto associate emails to all related deals for that contac...read more
ACarlaw
Participant
July 04, 2021
Reply to Possibility to disable automatic association to deals
@Scollinsdesacc do you know if there's a way to prevent calendar appointments from auto associating to deals? The settings in the add in prevent em...read more
ACarlaw
Participant
April 22, 2021
Reply to Email Tracking not suppressing my opens
I don't think we can use that one as it doesn't seem to have the ability to tag the email against a deal at the time of sending. Bummer 😞
ACarlaw
Participant
April 21, 2021
Reply to Email Tracking not suppressing my opens
Hi there, just jumping in on this - our team uses the Office 365 add in as it's important for us to be able to log against deals when we send an emai...read more
ACarlaw
Participant
April 07, 2021
Reply to Internal emails sent from deal workflow
Just jumping in as it's been another ~6 months and it seems like a very valid request - did anyone work out how to get company information into a dea...read more
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