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...Leia mais
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...Leia mais
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. Leia mais
I've found that for the pipeline conditional properties, they are ordered alphabetically but using the property label, not the property name. This c...Leia mais
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 Leia mais
Thanks Karsten, thats a cool feature I didn't know about, but actually is the same issue, the email of the report gets sent to each person individual...Leia mais
As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old Leia mais
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 Leia mais
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. Leia mais