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LBeer7
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Member since ‎May 9, 2025
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Lawrence Beer

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LBeer7
Participant
June 05, 2025
Reply to Creating an Active list off an custom Object record being created
Hi, apologies for the lack of detail in my original message! You're absolutely right, we're trying to track when contacts become associated with a c...read more
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LBeer7 on June 04, 2025
Creating an Active list off an custom Object record being created
I'm looking to create a report that tracks the date a contact becomes associated with a custom object. Since a contact can be linked to multiple custom object records, I want to avoid creating numerous properties and workflows. The most effective s read more
Reply Discussion Programmable Automation
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LBeer7
Participant
May 22, 2025
Reply to Payment links to only accept business emails
Hello, I think I have somewhat resolved this for myself. If you create a form > Legacy form editor > Payment. It will enable you to have the Em...read more
LBeer7 on May 12, 2025
Payment links to only accept business emails
It would be useful for when a payment link is sent it can only accept business emails similar to the forms tick box which excludes free mail domains. We are a B2B company and having gmails/ other free emails creates a messy CRM etc.
Reply Idea Payments Products and Quotes
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LBeer7 on May 09, 2025
Payment links to only accept business emails
It would be useful for when a payment link is sent it can only accept business emails similar to the forms tick box which excludes free mail domains. We are a B2B company and having gmails/ other free emails creates a messy CRM etc.
Reply Discussion Payments Links
1 upvote
6 Replies
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