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JWarren8
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Member since ‎May 18, 2022
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James Warren

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SimonM on April 18, 2017
Reports - Default "First day of the week"
Hi there ! I noticed that the first day of the week is Sunday, by default, in all reports from Reports tab. At the moment, we cannot customize it. So all metrics displayed are from Sunday to Saturday, while it moght not be consistent for our bus read more
Reply Idea Marketing Reporting
203 upvotes
66 Replies
JWarren8
Participant
April 27, 2023
x10haley You can have it a day late if you set the reports as last seven days and schedule to send on a saturday but you still have the problem o...read more
Solved
JWarren8 on April 05, 2023
Create Custom object from another Custom Object
Example: We are using two custom objects 1. is all calls 2. is 'soft' leads I need a selection of 1 to create 2. I can currently perform a workaround by enrolling 1 into a workflow and creating a deal. Then enrolling the deal into a wor read more
Reply Discussion Programmable Automation
0 upvote
4 Replies
JWarren8
Participant
April 06, 2023
Thanks, like I say, I have a workaround that does work for me but it does feel that in a custom object workflow, the create record function should al...read more
JWarren8 on April 05, 2023
Fetch data from object
I have a Deal running through a deal workflow. I want the deal to copy some contact info into deal info based on the association label. Currently I can only do this with custom code
Reply Idea Workflows
0 upvote
0 Reply
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1090 upvotes
351 Replies
JWarren8
Participant
April 05, 2023
It is so painful that this isn't available
Solved
JWarren8 on April 05, 2023
Create Custom object from another Custom Object
Example: We are using two custom objects 1. is all calls 2. is 'soft' leads I need a selection of 1 to create 2. I can currently perform a workaround by enrolling 1 into a workflow and creating a deal. Then enrolling the deal into a wor read more
Reply Discussion Programmable Automation
0 upvote
4 Replies
JWarren8
Participant
April 06, 2023
Thanks, like I say, I have a workaround that does work for me but it does feel that in a custom object workflow, the create record function should al...read more
Dylan on September 01, 2020
Use a form to populate custom object data
Custom object fields should be available to be used in the forms tool
Reply Idea Custom Objects
73 upvotes
26 Replies
JWarren8
Participant
March 09, 2023
It looks to me like this issue is yet to be resolved for most use cases. I want our trip enquiry forms [travel business] to create the contact A...read more
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