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MPalmer6
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Miembro desde ‎nov 28, 2022
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Matt Palmer

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MPalmer6 en Diciembre 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 Leer más
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6 Respuestas
Participante
Febrero 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 ...Leer más
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MPalmer6 en Septiembre 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?
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1 Respuestas
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MPalmer6 en Agosto 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. Leer más
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4 Respuestas
Participante
Agosto 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
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MPalmer6 en Agosto 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. Leer más
0 Me gusta
4 Respuestas
Participante
Agosto 23, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
MPalmer6 en Julio 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 Leer más
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2 Respuestas
Participante
Julio 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...Leer más
MPalmer6 en Julio 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 Leer más
0 Me gusta
2 Respuestas
Participante
Julio 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...Leer más
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