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JWarren8
Participant
Membre depuis ‎mai 18, 2022
  • Solutions
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  • Réponses
    2
  • Mentions J'aime ajoutées
    19
  • Mentions J'aime obtenues
    2
  • Idées
    1

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James Warren

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Activité

SimonM le Avril 18, 2017
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 Lire la suite
191 Mentions J'aime
63 Réponses
Participant
Avril 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...Lire la suite
Résolues
JWarren8 le Avril 05, 2023
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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Avril 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...Lire la suite
JWarren8 le Avril 05, 2023
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
0 Mention J'aime
0 Réponse
NicoleSengers le Février 21, 2022
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 Lire la suite
1027 Mentions J'aime
305 Réponses
Participant
Avril 05, 2023
It is so painful that this isn't available
Résolues
JWarren8 le Avril 05, 2023
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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Avril 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...Lire la suite
Dylan le Septembre 01, 2020
Custom object fields should be available to be used in the forms tool
71 Mentions J'aime
26 Réponses
Participant
Mars 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...Lire la suite
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