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THerrman
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Member since ‎Jan 30, 2024
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Activity

THerrman
Participant
May 23, 2025
Reply to Support Casing Options in "Automatically format property data at the point of entry"
Just ran into this issue with the business card scanning through the mobile app. The person's name on their card was in all caps - would be to have t...read more
THerrman
Participant
February 24, 2025
Reply to Reorder Enrollment Trigger Groups in Workflows
Also would like the ability to reorder the criteria within a group.
THerrman on February 24, 2025
"unknown"/blank as option in other filters
In some filters, especially "is any of/is none of", "unknown" or "blank" should be an option. A filter example in this world could be "Property X is any of 'Yes', 'blank'".
Reply Idea Properties
0 upvote
0 Reply
THerrman
Participant
February 24, 2025
Reply to Create temporary filters on list
@franksteiner79 , if you're suggesting to recreate the lists "base" (i.e., the filters that define the list) in the objects view and then add tempor...read more
THerrman on February 24, 2025
Update multiple properties in Edit Records action step in workflow
Currently in workflows, you have to create a separate action step for each property you want to edit for a record. Edit record action steps should allow for multiple properties to be edited in the same step.
Reply Idea Workflows
1 upvote
1 Reply
THerrman on February 20, 2025
Create temporary filters on list
Lists are of course built using filters, but sometimes you want to filter records in a list temporarily. It would be helpful to create a temporary filter on a list while viewing it. It would behave similarly to the "advanced filters" on the contact, read more
Reply Idea Lists
0 upvote
2 Replies
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