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NJThomps
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Member since ‎Jan 18, 2024
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Nathan Thompson

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Activity

NJThomps on February 25, 2024
Looking for field which contains Association Labels
Hi everyone, We have recently integrated Coupler.IO and while we are able to get our associations shown (by using associations.companies), we are trying to find the ID of the association with a certain label (which we hoped would be something like read more
Reply Discussion Developer tools
0 upvote
2 Replies
NJThomps
Participant
February 26, 2024
Hi Jaycee, thank you so much for your response. So just to verify, theres no way I can recreate what the HubSpot export does (in our instance, we...read more
NJThomps on February 25, 2024
Looking for field which contains Association Labels
Hi everyone, We have recently integrated Coupler.IO and while we are able to get our associations shown (by using associations.companies), we are trying to find the ID of the association with a certain label (which we hoped would be something like read more
Reply Discussion Developer tools
0 upvote
2 Replies
NJThomps
Participant
February 26, 2024
Hi Jaycee, thank you so much for your response. So just to verify, theres no way I can recreate what the HubSpot export does (in our instance, we...read more
Solved
NJThomps on February 07, 2024
Reporting amount of meetings with a certain contact
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h read more
Reply Discussion CRM Professional Reports
2 upvotes
3 Replies
NJThomps
Participant
February 08, 2024
Hi Hannah, That solution was absolutely perfect thank you. Will note that having the Record ID for activities in the configuration actually seemed ...read more
Solved
NJThomps on February 07, 2024
Reporting amount of meetings with a certain contact
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h read more
Reply Discussion CRM Professional Reports
2 upvotes
3 Replies
NJThomps
Participant
February 08, 2024
Hi Hannah, That solution was absolutely perfect thank you. Will note that having the Record ID for activities in the configuration actually seemed ...read more
Solved
NJThomps on January 21, 2024
Email logging hurdles
Hi all, While setting up our systems, we've noticed two roadblocks we have regarding Email logging. 1. With our business we often have repeating clients who will start a whole new email chain directly to us. While we're aware that conversations st read more
Reply Discussion Sales
0 upvote
6 Replies
NJThomps
Participant
January 23, 2024
Hi Dan, Yes we did have those options, but we would lose logging when that client would later respond. We were basically struggling with the fact th...read more
Solved
NJThomps on January 21, 2024
Email logging hurdles
Hi all, While setting up our systems, we've noticed two roadblocks we have regarding Email logging. 1. With our business we often have repeating clients who will start a whole new email chain directly to us. While we're aware that conversations st read more
Reply Discussion Sales
0 upvote
6 Replies
NJThomps
Participant
January 23, 2024
Hi Dan, Yes we did have those options, but we would lose logging when that client would later respond. We were basically struggling with the fact th...read more
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