6 - Interface Innovator
6 - Interface Innovator
since ‎Apr 01, 2019
‎Apr 11, 2023

User Statistics

  • 18 Posts
  • 0 Solutions
  • 20 Kudos given
  • 11 Kudos received

User Activity

I have an interface for Contacts with a linked record to Interactions. The linked record is customized to display the required details.When creating a new interaction, only two of the details are displayed. If I then click on that record after it's b...
I have unsuccessfully tried automations, extensions, and Zaps and haven't been able to work out an error free  approach to my challenge. I'm hoping for guidance on how to achieve the following:Import contacts from .csv files and update the linked sou...
Today I hit my maximum number of automations which is 25 in case you are unaware as I was. It would be great if there was a way to upgrade that number with a fee. Or if the limit was a bit higher. Of if there was a "you have x number automations left...
Use case: View order progress in Kanban view and display relevant button based on stage. For instance, if I received an order I would see a ‘send order email confirmation button’ and when the order moves to order shipped I’d see ‘send order shipped e...
Use Case: I sell widgets and the quantity of widgets generates will generate (with a formula) the number of boxes that will be required to ship the order. I have a view filtered for orders ready to ship and export this information to a .csv and then ...