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SarahN
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Member since ‎May 16, 2017
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Sarah Nelson

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SarahN on July 27, 2021
Ability to Restore Deleted Notes, Lock Notes, and/or View Deleted Notes on Contact Files
It would be wonderful if there was more accountability with notes on contact files. As of right now, it is too easy for notes on files to be deleted leaving behind no trace and no ability for management to look back on them. I propose that the read more
Reply Idea Activity Feed Contacts & Companies
4 upvotes
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SarahN
Contributor
February 13, 2020
Reply to Adding a Contact Owner Meeting Link to a CTA
That's WAY easier than this other route. Smart!
SarahN
Contributor
November 07, 2019
Reply to IF branches reconnection
@MeganLegge It works now! Thank you!
SarahN
Contributor
November 07, 2019
Reply to IF branches reconnection
@MeganLegge Yay! The beta form is private though.
SarahN
Contributor
October 21, 2019
Reply to Recurring Tasks
@fletch23 I mean, you can call them whatever you fancy, haha.
SarahN
Contributor
August 22, 2019
Reply to Recurring Tasks
They're releasing a "go to" option for reconnecting branches on Workflows which can actually be used for this function. For example, you would be abl...read more
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