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BRainey
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Member since ‎Apr 27, 2022
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Brett Rainey

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Member
July 15, 2024
I just bulk imported 462 tasks that were being tracked in excel. Everything worked great and simply except that I'm unable to set the repeat schedule...read more
Member
January 11, 2024
My workaround is to have this automation in place. If the nickname field is blank, the first name value is copied into the nickname field. This allow...read more
BRainey on September 19, 2023
My team spends all their time in Tickets, using the List view. However, every day when we log in Tickets show the Board view. Please create a user level preference setting so users can select whether they want Tickets to start in List vi read more
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Member
February 28, 2023
Agreed. We have tickets autocreated when a docusigned agreement is completed. Every ticket then has DocuSign as the primary company and contact. This...read more
BRainey on February 13, 2023
Exports from report on Tasks should include the field text name, not the database key. The Reminder field should show date and time, not a UNIX value in milliseconds that requires a formula to interprest
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Member
June 21, 2022
We have over 1500 templates in use. We need to determine which templates reference an email distribution list that is being retired as well as conta...read more
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