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FLIPPP
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Member since ‎May 11, 2022
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Philip Schilling

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Dynamic3PL on July 22, 2019
Our team uses the Tasks feature to assign tasks to one another. We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board. Since last week, users opening the Tasks p read more
54 upvotes
24 Replies
Member
June 09, 2022
We have setup shared task queues within the team. When I open the task page, it filters by default to all tasks assigned to me. I would like to see b...read more
FLIPPP on May 27, 2022
Hello, We are a software vendor and have both private (contact records in our CRM) and business customers (company records in our CRM with associated contacts). For all customers we save the same set of information such as customer type, size, e read more
0 upvote
2 Replies
Member
May 30, 2022
Hi Karsten, Thanks a lot for your reply. I am not yet convinced about the solution. Say a company has 10 contacts and all properties would have to ...read more
FLIPPP on May 27, 2022
Hello, We are a software vendor and have both private (contact records in our CRM) and business customers (company records in our CRM with associated contacts). For all customers we save the same set of information such as customer type, size, e read more
0 upvote
2 Replies
Member
May 30, 2022
Hi Karsten, Thanks a lot for your reply. I am not yet convinced about the solution. Say a company has 10 contacts and all properties would have to ...read more
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