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MPalmer6
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Member since ‎Nov 28, 2022
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  • Upvotes Given
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  • Upvotes Received
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Matt Palmer

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Solved
MPalmer6 on December 20, 2022
Hi, I am looking to set up a workflow for a reminder for the contract end date field I have created. I only want it to remind via a task, as I do not need to contact the client before, as its an internal reminder. This was my first att read more
0 upvote
6 Replies
Participant
February 16, 2024
Hi, I set up a new company property in settings. Then added it to my defaults within my client profiles so it shows in the section where I wanted to ...read more
Solved
MPalmer6 on September 29, 2023
We would like to customise the fields/columns within the customer portal as they are very limited in its current format. There is not even the ability to filter. Is this in the development pipeline?
2 upvotes
1 Reply
Solved
MPalmer6 on August 23, 2023
Hi I can see that on the right hand column, there is an attachment property. But I was looking to add a Contract upload property for the left hand side menu. I added the option 'file' thinking this would work but its just a text box. read more
0 upvote
4 Replies
Participant
August 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
Solved
MPalmer6 on August 23, 2023
Hi I can see that on the right hand column, there is an attachment property. But I was looking to add a Contract upload property for the left hand side menu. I added the option 'file' thinking this would work but its just a text box. read more
0 upvote
4 Replies
Participant
August 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
MPalmer6 on July 28, 2023
Hi All I think I know the answer as just spent a good hour trying to figure this out but really hoping someone has a cheeky work around or a way to manipulate the system. I have created a replica property under the company information - cal read more
0 upvote
2 Replies
Participant
July 28, 2023
Hi Christopher Thank you for your reply, sadly this does not solve my problem but appreciate the effort. We have service hub professional an...read more
MPalmer6 on July 28, 2023
Hi All I think I know the answer as just spent a good hour trying to figure this out but really hoping someone has a cheeky work around or a way to manipulate the system. I have created a replica property under the company information - cal read more
0 upvote
2 Replies
Participant
July 28, 2023
Hi Christopher Thank you for your reply, sadly this does not solve my problem but appreciate the effort. We have service hub professional an...read more
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