プロフィール

MPalmer6
参加者
コミュニティー参加日: ‎11 28, 2022
  • ベストアンサー数
    1
  • 件の返信
    19
  • いいね!した数
    2
  • いいね!獲得数
    25
  • ご意見・ご提案
    1

自己紹介

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Matt Palmer

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アクティビティ

解決済み
MPalmer6 12月 20日, 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 続きを読む
0 いいね!
6 コメント
参加者
2月 16日, 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 ...続きを読む
解決済み
MPalmer6 9月 29日, 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 いいね!
1 コメント
解決済み
MPalmer6 8月 23日, 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. 続きを読む
0 いいね!
4 コメント
参加者
8月 23日, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
解決済み
MPalmer6 8月 23日, 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. 続きを読む
0 いいね!
4 コメント
参加者
8月 23日, 2023
Hi Karsten Thank you for confirming, just wanted to make sure I was not missing something. Kind regards Matt
MPalmer6 7月 28日, 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 続きを読む
0 いいね!
2 コメント
参加者
7月 28日, 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...続きを読む
MPalmer6 7月 28日, 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 続きを読む
0 いいね!
2 コメント
参加者
7月 28日, 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...続きを読む
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