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LW-Robin
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Member since ‎Apr 13, 2017
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LW-Robin
Participant
May 23, 2017
Reply to Deal Attachments not showing up?
Hi @EntechSigns - my specific issue with the File Manager/attachments not showing seemed to resolve itself over a three day period. This seems to b...read more
Solved
LW-Robin on April 26, 2017
Auto populated company info - Sasktel in Canada
In the CRM I really like the feature where it looks at the email domain name and autopopulates the company info from it, e.g. sample@XYZCompany.com will grab info from www.XYZCompany.com and use that. This function clearly ignores domain names li read more
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LW-Robin
Participant
April 17, 2017
Reply to Deal Attachments not showing up?
I logged into CRM today and now attachments appear to be working fine for all deals. Thank you for checking in on this.
Solved
LW-Robin on April 13, 2017
Deal Attachments not showing up?
We issue PDF quotes via email so we have been attached these to the deals in CRM so users can see what pricing was issued. I have one deal where I am trying to attach a file I have already uploaded. I find the file, click "Use File", the file manage read more
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