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LeonardoDVinci
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Member since ‎Apr 21, 2021
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LeonardoDVinci on May 31, 2023
This is for admins-use. It would be easier to filter and fix issues if we don't need to go through each property to check if it's being used in a form, view, list, or somewhere else. I hope that there is a way for us to view all properties used read more
LeonardoDVinci on May 30, 2023
We've been having issues with forms accidentally creating company records just because we have the same-named properties for the contact and the company category. It turns out that it's always within those "logic cases" where some of the properties read more
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Wagner_Correia on January 18, 2021
Create a workflow or some other way to automate the process for merging duplicate contacts.
1 upvote
6 Replies
Contributor
May 15, 2023
This only works for admin and users with full access on CRM settings (contact edit, view and delete is set to everything). If the user has either a "...read more
bethanyacspence on September 28, 2022
In the campaigns tool, you can currently only tag an asset to an individual campaign. Moving it to a new campaign removes it from the old one and so on. It would be helpful, however, to be able to tag an individual asset - email, LP etc - to mu read more
1 upvote
1 Reply
Contributor
May 08, 2023
Same here! If they can't do multi-level campaigns, they can do this - practically using this property similar to tags. With this approach, we would h...read more
LeonardoDVinci on April 18, 2023
Form creation is a bit of a hassle for now especially if you have similar forms that have multiple variations. It would be easier for us to create and update forms if we could have something similar to the design tools for web on forms such as globa read more
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LeonardoDVinci on April 17, 2023
We saw that form type is actually used on reports so we thought that its also usable on workflows, but unfortuinately its just form submissions. We would like to have an option to select form type - meetings so that we can implement a flow that read more
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