This seems the best place to post this. Is there a way to complete a task in the Sidebar without going through all the steps to open it up for editing? I would like to just be able to complete it w...
Excellent; thanks Lyla! I was going off what I saw here in the Help Center. I guess you acted on Brittany's suggestion from last year.
Thanks, Jessica; problem is - if you select multiple tags, it seems to be the "and" search that is found, which means BOTH tags must be in the record to be found.
In other words, it means that <ta...
Wow! I DO hope u guys will fix this SOON! Most of the CRMs these days have this feature. I can even to it in this post!
Are you gonna add this feature to emails and templates?