Cheyne_Toomey - profile

Cheyne_Toomey · Sep 30, 2021

Hi there, I am wondering if it is possible to assign records a queue number? I have created a view that would be great if all records in this view are numbered >1 and all other records 0 or something similar. This is so customers can log in and see t...

Cheyne_Toomey · Apr 05, 2021

I would like to send an email at 10am every week day to orders with the status ‘past due’. At the moment I have an automation with Trigger > at a scheduled time Action > find records (if status is ‘past due’) Action > send email however the test ema...

Cheyne_Toomey · Apr 25, 2021

Thanks Justin_Barret, that has worked!! I’m so grateful :slightly_smiling_face: We ended up doing a few little tweaks and made a new view that only shows when send past due email = 1, and then was able to set up a zapier email to trigger when new ...

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