Level 2
Joined the community 19-09-2017
Level 2
Winston-Salem
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I have not had any issues with field tokens. However, any smart filter search doesn't pull those shared contacts, but only direct account contacts.
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Is there a report that you can run to see the Status of each member of a Program? I can see members' status under [Program Name] -> Members but I'd like to set this information to ...
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Veronica, thank you for the input. This is extremely helpful.
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Due to our business model my company is considering implementing Salesforce shared contacts, which allows one Contact record to be linked to multiple Account records. Has anyone wo...
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I'm using the "Not Filter" in a Smart List to exclude contact that are marked as Industry = Government as:Industry [Is Not] GovernmentHowever, when I run the smart list there are 5...
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