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BTack
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Member since ‎Mar 13, 2023
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Benoit Tack

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BTack on March 13, 2023
Prioritizing conversations
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more
Reply Discussion Professional
2 upvotes
4 Replies
BTack
Member
March 15, 2023
Thanks, can't wait.
BTack on March 13, 2023
Prioritizing conversations
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more
Reply Discussion Professional
2 upvotes
4 Replies
BTack
Member
March 15, 2023
Thanks, can't wait.
BTack on March 13, 2023
refresh Masterdata
Hi all, Any tips on how to clean up companies & contact masterdata? Data has been added in the past from dynamics, but it's a mess now, what is the best way to clean it? extract, clean in excel? no data losses? this doesn't interfer read more
Reply Discussion Enterprise
0 upvote
2 Replies
BTack
Member
March 13, 2023
Hi Karsten, Thanks for your reply! The data in the customer master data contains: required fields, that is crucial for companies (indicated i...read more
BTack on March 13, 2023
refresh Masterdata
Hi all, Any tips on how to clean up companies & contact masterdata? Data has been added in the past from dynamics, but it's a mess now, what is the best way to clean it? extract, clean in excel? no data losses? this doesn't interfer read more
Reply Discussion Enterprise
0 upvote
2 Replies
BTack
Member
March 13, 2023
Hi Karsten, Thanks for your reply! The data in the customer master data contains: required fields, that is crucial for companies (indicated i...read more
BTack on March 13, 2023
Prioritizing conversations
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more
Reply Discussion Professional
2 upvotes
4 Replies
BTack
Member
March 15, 2023
Thanks, can't wait.
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