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SBrown6
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Member since ‎Mar 30, 2022
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SBrown6 on October 18, 2023
Recurring tasks shouldn't require a paid license for each person
Recurring tasks are a very basic feature, but it seems that recurring tasks can only be set AND assigned to people with an assigned seat. This is a very anti-consumer choice for such a basic quality of life service feature to tie it to seats rat read more
Reply Idea Tasks
1 upvote
0 Reply
SBrown6
Contributor
May 25, 2023
Reply to Change order of pipeline logic properties on "create" form
We've just enrolled in the new Beta that solves this, "[Public Beta] Add conditional logic to the 'Create record' form". It works perfectly, great a...read more
SBrown6
Contributor
April 25, 2023
Reply to Wrong user logged in email activity (gmail)
Issue resolved by the very helpful Mark on webchat. Christian had also been added as a contact in the system, and Holly's email had been added to Chr...read more
Solved
SBrown6 on April 24, 2023
Wrong user logged in email activity (gmail)
With one user specifically, "Holly", we are seeing all her email activity being logged as a seperate user "Christian". The contact has Contact Owner = Holly. The Recent Communications section shows "Christian" sent an email to the contact. read more
Reply Discussion Connected Email
0 upvote
2 Replies
SBrown6
Contributor
April 06, 2023
Reply to Change order of pipeline logic properties on "create" form
I've found that for the pipeline conditional properties, they are ordered alphabetically but using the property label, not the property name. This c...read more
Solved
SBrown6 on April 06, 2023
Change order of pipeline logic properties on "create" form
I know how to change the order of my properties on my create forms (e.g. create ticket, create deal), it's straight forward and works well. However when I add Pipeline Logic (which is a great feature), I am not able to set the order of these pro read more
Reply Discussion Professional
5 upvotes
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