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JLundquist38
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Member since ‎Apr 16, 2023
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Jeremiah Lundquist

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Activity

catan on January 30, 2020
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Member
July 11, 2023
Sure thing. We were experiencing emails being automatically logged to all potential associations if the email extension/plug in was installed. On...read more
catan on January 30, 2020
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Member
July 11, 2023
Sure thing. We were experiencing emails being automatically logged to all potential associations if the email extension/plug in was installed. On...read more
paytek_haley on December 22, 2020
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Member
June 15, 2023
Has this happened yet? I hope the devs are on this one...key piece for a company of any size really!!
catan on January 30, 2020
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Member
July 11, 2023
Sure thing. We were experiencing emails being automatically logged to all potential associations if the email extension/plug in was installed. On...read more
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