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Hi, So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being ...

Thank you so much for the help once again. I am still having trouble atm. Let me break down exactly what im doing in my actions. I have my Action Results made as such. Contact_AR -holds clients name Message1_AR-holds first part of my message Message2-AR-holds the code for the link to my survey (<a ...

Adam, great news. Thanks for the update.

Fantastic, many thanks.

Andy, Your process is correct.  There is an issue with this as I was able to replicate it on my account.  I'll put this in with the team and update you when its fixed. - Adam

Thank you Adam.  I want the ability for my sales reps to input order/quote supporting information (special pricing, internal purchase order info, etc.) necessary to our organization in CRM Screen but not have it appear on the formal quote/proposal to the client. Does that make a little more sense?

Let me add to my previous response. Keep in mind that if you're using the Log Call tab link or pop-up call, it will automatically default to the Completed status. Additionally, if you're using QBD, you now have access to individual preferences which when changed will automatically set the default status to completed. Check out the ...

You got it! Remember not to include the item grids and only show the required fields on the screen. This will help reduce the loading time of the screen. - Ashur

We received the following email from Darryl. [quote]Happy New Year. I don’t think it always did, but when we enter a new Activity, it now defaults to Completed. If people forget to change it – every time - the activity never makes it to a pending actions list. We have edited no pages.   Is there a setting for this?[/quote] Hi ...

Ashur, thanks for the response. If I understand I can create a separate screen for each item type (we only need two) and optimize for mobile, add the links into the mobile tab these will then appear in the dropdown for mobile users. This negates the need to open these screens via a Popup or Go To action.