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AONeill7
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Member since ‎Sep 30, 2022
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Alison O'Neill

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AONeill7 on December 01, 2022
We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact. Is there a way of doing that? It might be we can only change the primary contact which is still time-saving! read more
0 upvote
2 Replies
Member
December 01, 2022
Thanks so much Frank.
Solved
AONeill7 on December 01, 2022
We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact. Is there a way of doing that? It might be we can only change the primary contact which is still time-saving! read more
0 upvote
2 Replies
Member
December 01, 2022
Thanks so much Frank.
Solved
AONeill7 on September 30, 2022
We send out a weekly newsletter through Marketing - Campaigns so we can see who has unsubscribed by clicking on the actual newsletter sent out but is there a way of being notified if anyone unsubscribes. We have private clients and their advisers a read more
0 upvote
5 Replies
Member
September 30, 2022
I've got it Catarina. Thank you so much!
Solved
AONeill7 on September 30, 2022
We send out a weekly newsletter through Marketing - Campaigns so we can see who has unsubscribed by clicking on the actual newsletter sent out but is there a way of being notified if anyone unsubscribes. We have private clients and their advisers a read more
0 upvote
5 Replies
Member
September 30, 2022
I've got it Catarina. Thank you so much!
Solved
AONeill7 on September 30, 2022
We send out a weekly newsletter through Marketing - Campaigns so we can see who has unsubscribed by clicking on the actual newsletter sent out but is there a way of being notified if anyone unsubscribes. We have private clients and their advisers a read more
0 upvote
5 Replies
Member
September 30, 2022
I've got it Catarina. Thank you so much!
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