Jim Fennell

Member since May 10, 2018 14:18
Total activity 8
Last activity January 28, 2019 16:05

Activity overview
Posts (1)
Comments (5)

Jim Fennell commented, January 28, 2019 16:05
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 &qu...
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Jim Fennell commented, January 28, 2019 12:35
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, January 25, 2019 15:47
Answered

Create lookup from Organization to Client
1. Community
2. Troubleshooting & Tips
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. Woul...
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Jim Fennell commented, August 10, 2018 12:14
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, August 02, 2018 15:26
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, May 10, 2018 14:18
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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