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JB_MD
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Member since ‎Aug 31, 2022
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Julija Bakmastere

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JB_MD on July 28, 2023
Files are displayed as one link on a CRM record
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and read more
Reply Discussion Forms Workflows
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JB_MD
Participant
June 20, 2023
Reply to Automate record associations in workflows
This would be a very useful feature. As far as I can see it can be done through 3rd party apps or through the API, but that's putting extra pessure o...read more
JB_MD
Participant
April 25, 2023
Reply to Task Queue | Make the record displayed related to the task
This would be very beneficial to have. We create tasks through worklows and we have had to stop associating them to companies because of this. Going...read more
JB_MD
Participant
April 19, 2023
Reply to Time in Deal Stage
I really hope they make this happen. We are a growing business and this is becoming more and more of a headache for us.
JB_MD
Participant
August 31, 2022
Reply to Report for amount of time spent on task
Thank you for getting back to me so soon, your help is greatly appreciated!
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JB_MD on August 31, 2022
Report for amount of time spent on task
Hi there, I am trying to build a report that would show how much time a clinitian has spent on completing a task (from the time it was assigned to time it was completed). Any help would be greaty appreciated! - J.B.
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