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jenbkean
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Member since ‎Mar 4, 2025
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Jennifer Kean

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jenbkean on June 20, 2025
How to capture professional credential with expiration date
We want to create a form or way to capture for a contact's professional credential (MD, BCPA, LISCW, RN), the state (or states) where it's valid, and the expiration date of the credential. Is there anyway to do a matrix type question where if y read more
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jenbkean
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May 02, 2025
Reply to Pulling in Deal Line items for automated emails
Do I cut and paste this into the email? Or do i have to create something to insert? I pasted it into the email but it throws an error.
jenbkean
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April 28, 2025
Reply to Line Item Total Cost, Overall Total Cost, and overall profit margin
This would be a great feaure. It would also be great to assign a provider of the service to the deal and the cost of that service varied based on the...read more
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