Member since ‎Aug 31, 2022
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Johan Linde

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JohanL on February 19, 2024
I have been toying around with action sets to allow some of my non-coding colleagues to be able to reuse custom code actions I have created. This can be things like adding and removing specific associations to other object. Here comes the crux: How read more
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sgerrits on January 08, 2021
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
70 Replies
September 11, 2023
For some scenarios, like triggering workflows, you can sometime trigger on last activity date. One case where this doesn't work - that was brought more
AJGiri on May 12, 2022
Currently, Tickets that get created show up in customer Portal, which is fine. However, we don't have an option to display selective Ticket Properties when a Ticket is Created. That would be really helpful, eg: we can display custom proeprties i read more
4 Replies
September 01, 2023
All in all the customer portal needs a lot of work. The ticket view in itself is really limited. Showing the conversation is all good of course, but more
JohanL on August 30, 2023
We'd like to be able to use the automation of moving a ticket to "Waiting on contact" when someone replies to a ticket but also be able to require a property to be set for that step. For now, when you have the pipeline automation of moving the tic read more
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JohanL on July 05, 2023
Hello, I'm trying to get a form in a custom crm card (in the middle pane) to receive some data on submit, do some stuff with that data, and then present some sort of result in a text component on that same card. I can log out the submitted d read more
JohanL on June 22, 2023
Hello all, Would it be a horrible idea to dynamically update ticket descriptions on emails sent/received to contain the full email conversation from the associated conversation? I would like to make it easier for our support agents to find tic read more
1 upvote
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