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SDavisCT
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Member since ‎Oct 24, 2023
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Sara Davis

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SDavisCT on May 28, 2024
Reporting on Payment Installments
There needs to be a way to report on payment installment due dates, otherwise it's a useless feature. If we cannot see, for example, that we have $25,000 in accounts receivable due on January 1, 2025, how are we supposed to forecast revenue? We are read more
Reply Idea Payments Products and Quotes Sales Reporting
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SDavisCT
Participant
April 11, 2024
Reply to Download PDF of Form in Form Format
We really could use this as well - we're using a completely different program for onboarding new clients (which isn't a great customer experience as ...read more
SDavisCT
Participant
April 03, 2024
Reply to Form directs to scheduler
Thanks! Yes, sorry, I should have added that I recognize this is available at the Enterprise level, while we are on Professional which is why I'm thi...read more
Solved
SDavisCT on April 03, 2024
Form directs to scheduler
Hi all - Trying out some different things here and while I am overseeing our HS account and am the default IT support for our small company, there's a lot I don't know how to do 😄 If I have a basic HS form that creates a contact when it's fi read more
Reply Discussion Meetings Sales
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3 Replies
SDavisCT
Participant
April 03, 2024
Reply to Calendly integration challenges
@RSchweighart Thanks so much! I was able to get Zapier's "add engagement" to work. I really, really appreciate this direction - it's going to make ...read more
SDavisCT
Participant
April 03, 2024
Reply to Getting INVALID_OWNER_ID error when trying to create timeline event
I just wanted to say thanks, many months later - without this, I would not have connected that there were different ID numbers for contact owner vs d...read more
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