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Also Jason wanted to add:  Export your Contacts table and check the TagList formatting. Make sure it is formatted correctly. I have seen cases where the formatted was changed during customization or an import. Please look at our Help Center article on TagList to see how the formatting should look. -- Mortaza

Hi Mahlon, No updates as of yet, I'll bring it up with the team again and see if I can get an update - I'll follow up with that information. -- Mortaza

Hi Mahlon, I have put in a feature request for this option, I will update our thread as soon as I hear back from the team. -- Mortaza

Hey Fred, If I understand correctly: you want the series to update occurrences upon save - but not overwrite additional data added to the occurrence manually. This would be an extremely complicated functional logic to put together and I don't believe this can be accomplished.  We do have in-house Consultants that can look into if ...

Thank you!

Hey Jason, On my end they seem to be filtering correctly. For testing purposes I setup a Filter by TagList to test. You can do that on your end by: In my example I am using a TextInput value on Screen titled 'TAG' Do your Tags have special characters by any change? Or spaces? Also in regards to the search accepting partial ...

Hmm... OK, this was my mistake. I am not sure why, but I was trying to do the import update into the Contacts table and not Customer. I tried a test update on one record into Customer and it worked just fine! Thanks again.

Hey Jason, Just so we're on the same page: You originally imported Leads into the Customer Lead table with no Campaign listed. You then exported the Contacts table to update the Campaign they're listed under and received the read-only error. If the original import are still Leads, will exporting the ...

Hey Jason, An option you can take is creating a Grid based off the Received Payments Table. On the Grid you can have field: Customer which will show you a list of all Customers that have Payments against an Invoice. Now taking this route you will notice you have Customers listed more than once. That is because a Customer can have ...

 It would really be nice to be able to select styles in the HTML Editor like we could in M:C   I know I can edit the HTML but its alot more work