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DOakes
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Member since ‎Jun 22, 2023
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DOakes
Participant
March 26, 2024
Reply to Capturing data; workflow approvals and creating a document to eSign
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
Participant
March 26, 2024
Reply to Capturing data; workflow approvals and creating a document to eSign
I know it's been a few months but are you available to discuss/demo how it would work in GlueTrail ? Thanks
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DOakes on November 24, 2023
Capturing data; workflow approvals and creating a document to eSign
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
Reply Discussion Enterprise
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DOakes on November 17, 2023
Custom Field with multiple answers
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
Reply Discussion Enterprise
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1 Reply
DOakes
Participant
June 22, 2023
Reply to Contact created from email doesn't have a company despite domain matching a company
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
Contact created from email doesn't have a company despite domain matching a company
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
Reply Discussion Professional
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2 Replies
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