Level 10
Joined the community 26-11-2014
Level 10
Paris
Partner, PRM & CRM
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Better yet, the list of classes that could be made available should be set in the admin, by admins, and end users would only have to pick them in multi-valued picklists.-Greg
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Thx Nikki But I am not the only one and I personally learn a lot from other people in the community. The list is just too long to write it down here, but at the end of the day, thi...
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When creating a segment in WP, a filter can only be used once. Once you drop it to the main pane, it is greyed and cannot be added a second time:As a result, use case such as "any ...
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Hi David Myers,You probably want to mark this one as "done"-Greg
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When a lead is assigned to an account though the ABM module, that lead does not necessarily exist in the CRM or if it exists, if a lead, it might have no link to the CRM account.Th...
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The accounts lists in ABM provide the CRM ID for all account that have a counterpart in the CRM. Would be helpful if that link was clickable and could immediately open a new browse...
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The in the ABM module, the "potential people" screen is lacking a search feature.-Greg
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On the the main difficulties with styling forms is that it is quite difficult to distinguish form elements apply various styling to them.Sanford Whiteman has provided some very po...
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Hi Dan,yes, this is typically the kind of things that will have to wait for the new interface.-Greg
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Again, any ETA ?-Greg
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