Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

Thank you, Kimberley. Your WFA looks good at the moment, but let's take a screenshot of the "send an email" edit menu and see if there's something there that may be off.  Thank you, Micah Feldkamp

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• Created February 20, 2019 14:56
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2. Troubleshooting & Tips: CRM
3. Cloning task in phone app

You could do this right now with a default field like "Category", but that may be a improper use of real estate, since tasks are so limited right now. Thank you, Micah Feldkamp

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• Created February 20, 2019 13:39
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1. Community
2. Troubleshooting & Tips: CRM
3. Cloning task in phone app

Hi Mira, Insightly will add custom fields to Tasks in a few weeks. At that time you could make a custom checkbox field for tasks called, "Complete & Clone". Then whenever that field is checked, Wor...

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• Created February 20, 2019 13:38
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2. Troubleshooting & Tips: CRM
3. cannot check check boxes on tasks when there are more than 50 tasks

Hi Jason, I believe you can select all, select more, and then use the bulk editing tool to bulk edit the tasks due date. Thank you, Micah Feldkamp

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• Created February 20, 2019 13:35
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1. Community
2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

Hi Kimberley, You have the criteria screen which is good. Could you please provide more screenshots of the WFA Detail and Action screen? Thank you, Micah Feldkamp

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• Edited February 20, 2019 13:32
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3. Import Problem

Hi Peter, Using text versus numeric will be an issue for several reasons, two of the biggest loss of benefits being validated data and calculable fields. I'd recommend only using no special charact...

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• Created February 20, 2019 13:29
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2. Troubleshooting & Tips: CRM
3. Sort Leads and Opportunities by Date of Last Activity & Next Activity

Hi Dean, 1) Try creating a filter and sort with advanced reports instead. That feature typically has a little more functions than the custom list view feature.  2) You are correct. Events do not up...

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• Created February 20, 2019 13:16
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3. Trying to delete multiple tasks

You're welcome, Dave.  Is there a unique title, category, or description for those tasks? If so, you'll want to edit your activity set to ensure the values in one of those fields are unique. Then y...

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• Created February 18, 2019 14:34
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2. Troubleshooting & Tips: CRM
3. Trying to delete multiple tasks

Hi Dave, This doesn't sound right. Please provide screenshots of your activity set configuration and the checkbox in the task screen. Thank you, Micah Feldkamp

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• Created February 16, 2019 15:38
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2. Troubleshooting & Tips: CRM
3. Let contacts update their own info

Thank you, Derrick. I saw your message on the YouTube video... I don't know of an affordable, great CRM that has this feature. If you do find an affordable CRM with this feature, I'd be take a hard...

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• Created February 16, 2019 00:40
• 1 vote