MZimo

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Matt Zimo

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Activity

MZimo on January 03, 2025

Reorder options in "more" menu on index pages so add to static list appears on the bar

Our organization doesn't use the leads object or record assignment, it would be great if we could move those options to the bottom of the "More" menu so that adding to a static list, enrolling in a workflow, or setting as marketing/non-marketing sta read more

Reply Idea Contacts & Companies Lists

0 upvote

0 Reply

MZimo

Contributor

October 07, 2024

Reply to Where is the value for subscriptionTypeId?

Thank you!

MZimo

Contributor

August 21, 2023

Reply to Sending email to company-based list

@AndresBustos Thanks for the suggestion, but this is the awkward workaround we've been using for years now. With this method you have to update tw...read more

MZimo

Contributor

August 03, 2023

Reply to Add email to CRM record button

I use it on my outlook desktop extension. It is a public beta that the super admin has to sign up for.

MZimo

Contributor

July 28, 2023

Reply to Add email to CRM record button

Yay! This works! However, for some reason, when I was logging a sent email, I had to add the contact to the CRM first, then click out of the email, c...read more

MZimo on July 13, 2023

Add pinned notes to overview tab

It would be nice if the overview tab showed any pinned note on the record. Then most of my staff wouldn't have to look at the mess that is the activity timeline.

Reply Idea Contacts & Companies

13 upvotes

4 Replies

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