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sockclub
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Member since ‎Sep 21, 2018
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Activity

markkofman on September 18, 2019
Ability to access hidden files over the API
At the moment there is no way to access hidden files over the API. Meaning that almost any files that are related to engagements are not accessible to the users. Also, there is no export capability for that. Basically this makes it totally impo read more
Reply Idea Integrations
34 upvotes
8 Replies
sockclub
Participant
July 01, 2021
Experiencing the same issue. It seems strange that we can't access the actual files from the API.
Solved
sockclub on June 30, 2021
How to get file attachments associated to a single deal with API
I would like to access all the files attached to a deal externally using the API. I'm not able to find the attachment ids through the API in any way. Is this posiable to get the attachemnt ids from a given deal? Then I would be able to find the read more
Reply Discussion Deals
2 upvotes
5 Replies
sockclub
Participant
July 01, 2021
@JBeatty yes this part works great, thanks! But all my attachements are marked as hidden, I could not find a way to actually get the attachment fro...read more
Solved
sockclub on June 30, 2021
How to get file attachments associated to a single deal with API
I would like to access all the files attached to a deal externally using the API. I'm not able to find the attachment ids through the API in any way. Is this posiable to get the attachemnt ids from a given deal? Then I would be able to find the read more
Reply Discussion Deals
2 upvotes
5 Replies
sockclub
Participant
July 01, 2021
@JBeatty yes this part works great, thanks! But all my attachements are marked as hidden, I could not find a way to actually get the attachment fro...read more
Solved
sockclub on June 30, 2021
How to get file attachments associated to a single deal with API
I would like to access all the files attached to a deal externally using the API. I'm not able to find the attachment ids through the API in any way. Is this posiable to get the attachemnt ids from a given deal? Then I would be able to find the read more
Reply Discussion Deals
2 upvotes
5 Replies
sockclub
Participant
July 01, 2021
@JBeatty yes this part works great, thanks! But all my attachements are marked as hidden, I could not find a way to actually get the attachment fro...read more
MikeD on April 08, 2019
Workflow Issue: Allow us to choose business days, not just days.
When creating workflows, if I have it create a task, it lets you set the due date to 2 days from task creation. However when you create a task manually, you can set it to 2 BUSINESS days from task creation. The problem this is causing is some automa read more
Reply Idea Workflows
88 upvotes
31 Replies
sockclub
Participant
May 22, 2019
I also agree that this would be incredibly useful!!
Stevie on April 11, 2017
Limit workflow actions to weekends
There is currently an option within workflow settings to have actions execute only on business days, but there's some room for more customization there. It would be really useful to add a weekend-only option, or allow customers to manually select wh read more
Reply Idea Workflows
32 upvotes
19 Replies
sockclub
Participant
May 22, 2019
We also really need the ability to set tasks based on weekdays in workflows. We currently assign a task 3 days out. If that task cannot skip the week...read more
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