jonmartin1

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Participant | Diamond Partner

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Jon Martin

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jonmartin1

Participant | Diamond Partner

March 28, 2025

Reply to Accessibility Features

Are you trying to do this on the web app, for email sending? or where are you trying to accomplish this at?

jonmartin1

Participant | Diamond Partner

March 28, 2025

Reply to Custom Object & Complex Deal Logic Question

@zachtracey do you have any integration set up with Oracle currently? Do you need to have line items for those products?

jonmartin1

Participant | Diamond Partner

March 28, 2025

Reply to Email signature not working

Hi @DFP go to your settings, general, and click the email tab. There is a place to add your signature there.

jonmartin1

Participant | Diamond Partner

September 05, 2024

Reply to Allow Transactional Emails to be associated to a Company and Deal Record

Yes please! we are using Transactional emails to notify clients of shipment details based on deal information. Its a mess if this isn't logged on the...read more

jonmartin1

Participant | Diamond Partner

January 18, 2023

Reply to Enable Playbooks for Custom Objects

This would be super useful as often custom objects are leveraged for onboarding, or managing ongoing processes with data collection as part of them. ...read more

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