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DOakes
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Member since ‎Jun 22, 2023
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David Oakes

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Solved
DOakes on November 24, 2023
Hi everyone The task I'm wanting to do relates to when a customer wants to order a custom made item from us, we need to capture the detail; internally approve and then create an agreement and send to the customer for eSignature. Now, I can do thi read more
0 upvote
5 Replies
Participant
March 26, 2024
Hi James Regarding the starting point for the process I'm looking at. I need my users to create a form describing the product the customer wants, th...read more
Solved
DOakes on November 24, 2023
Hi everyone The task I'm wanting to do relates to when a customer wants to order a custom made item from us, we need to capture the detail; internally approve and then create an agreement and send to the customer for eSignature. Now, I can do thi read more
0 upvote
5 Replies
Participant
March 26, 2024
Hi James Regarding the starting point for the process I'm looking at. I need my users to create a form describing the product the customer wants, th...read more
Solved
DOakes on November 24, 2023
Hi everyone The task I'm wanting to do relates to when a customer wants to order a custom made item from us, we need to capture the detail; internally approve and then create an agreement and send to the customer for eSignature. Now, I can do thi read more
0 upvote
5 Replies
Participant
March 26, 2024
Hi James Regarding the starting point for the process I'm looking at. I need my users to create a form describing the product the customer wants, th...read more
DOakes on November 17, 2023
I want to add a custom property to our Company records to hold the ERP account number. But some companies can have more than 1 account number and I want us to be able to input these and store in a single field on the Company record, not to have fie read more
0 upvote
1 Reply
Solved
DOakes on June 22, 2023
I have a company, let's call them Acme with the domain name acme.com I logged an email from John@acme.com using the forward email option. This correctly created a new contact record for John@acme.com as the contact didn't exist, but it failed read more
0 upvote
2 Replies
Participant
June 22, 2023
Hi Karsten No, it wasn't set, so I have enabled this now and set it to retrospecivley trawl the contacts created thus far without companies to try a...read more
Solved
DOakes on June 22, 2023
I have a company, let's call them Acme with the domain name acme.com I logged an email from John@acme.com using the forward email option. This correctly created a new contact record for John@acme.com as the contact didn't exist, but it failed read more
0 upvote
2 Replies
Participant
June 22, 2023
Hi Karsten No, it wasn't set, so I have enabled this now and set it to retrospecivley trawl the contacts created thus far without companies to try a...read more
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