Jim Fennell
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Jim Fennell commented, To clarify, here's what I'm looking to do. Segment leads and organizations by business type so marketing can be customized to their particular industry. For example, if an organization type is "Au...
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Jim Fennell commented, Hi, thanks for this info. I've created a new custom field in contacts relating back to a field in the linked organization record. The new contact field appears on the record but doesn't pull info f...
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Jim Fennell created a post, AnsweredCreate lookup from Organization to Client
Hi, I'm looking to segment organizations by business type (i.e. food, beverage, travel, hospitality) and have created a custom field "Organization Type" in the organization record. Would like to ...
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Jim Fennell commented, Thanks Alejandro, I know the project email link is available in the project record. But the old Google sidebar extension had the link right on the project record. So the user could access it in the...
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Jim Fennell commented, Hi, The updated add-on is a big improvement, thanks! There's one feature I don't see here but perhaps I'm missing it. Now it's easy to save incoming emails to projects but I can't see how to use th...
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Jim Fennell commented, Agreed with both comments above. I often use the gadget to link emails to projects and contacts, it's very useful. The add-on and sidebar can't currently do this Please don't kill the gadget until...
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