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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 ...
A quick note that I was looking for a client portal solution and MiniExtensions was a great solution for my needs. Fully customizable and great customer support. Highly recommended.
Thank you for outlining the solution using junction tables. This looks like a sound approach and one I wished I had found straight away when I embarked on the challenge. I hope it is useful to future frustrated users.
Thank you for your response. I am pleased to that it is in-fact more complex than I initially thought and that I wasn't missing something silly.With the insight you provided, and upon further reflection, I realize that the many-to-many relationship i...
Thank you for this suggestion Justin. It’s unfortunate that buttons cannot be filtered but your idea of making buttons active based on criteria is helpful for preventing incorrect buttons to be clicked. Thanks again for taking the time to add this su...
