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Zebulon Smith, CPA

Hello! I am a young CPA and business owner. I primarily serve businesses and non-profit organizations with bookkeeping and consulting services.

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Latest activity by Zebulon Smith, CPA
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    Zebulon Smith, CPA commented,

    Hello all! I'm interested in this feature as well. 

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    Zebulon Smith, CPA commented,

    Was this ever resolved? One of my users is having trouble with this (she's using Chrome... Which is what I use as well). 

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    Zebulon Smith, CPA commented,

    Thanks, Ed! Any more info on the development of the Inbox integration? Is there an anticipated release date?

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    Zebulon Smith, CPA commented,

    I vote for Inbox. Our group has adopted it exclusively (its functionality is much better than the traditional Gmail interface).  Is there any progress on this? From Gmail, we utilized the 'add link...

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    Zebulon Smith, CPA created a post,

    Gmail Contacts, Insightly Contacts, and MailChimp.

     Hello community! I'm trying to streamline my Gmail Contacts, Insightly Contacts, and MailChip subscriber lists with each other. Does anyone have any insight on how to best manage these three sourc...

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    Zebulon Smith, CPA commented,

    Thank you, Erin!

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    Zebulon Smith, CPA commented,

    Hello Heros! I have a need to attach multiple activity sets within a single pipeline stage. If possible, it would be great to sequentially order the activity sets.. i.e. when one activity set is do...

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    Zebulon Smith, CPA commented,

    Trish, Have you found a way to assign multiple activity sets to a single pipeline stage? 

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    Zebulon Smith, CPA commented,

    Same. I have a need to attach multiple activity sets within a single pipeline stage. If possible, it would be great to sequentially order the activity sets.. i.e. when one activity set is done it t...

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    Zebulon Smith, CPA commented,

    Has any progress been made on showing tasks from start to finish on the calendar? Or making start date be the default option for the calendar? This would be VERY helpful.  One thought.. In the comp...