Danette Kohrs
My feedback
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18 votesDanette Kohrs
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5 votes
An error occurred while saving the comment Danette Kohrs
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Danette Kohrs
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112 votesDanette Kohrs
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An error occurred while saving the comment Danette Kohrs
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I'm having a hard time consistently using tasks within this platform. Some of my tasks list in the TODAY column (current and past due) but not all. I haven't been able to figure out how to link an already existing task to a contact, company, or deal if it's not listed in the TODAY column. I also haven't been able to "open" a task that is listed in the contact (or company's) history timeline. Emails open to review details but Tasks won't. I've also noticed that although all emails (for contacts associated with a company) will auto-populate into the Company's history timeline the tasks do not seem to do that.
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18 votesDanette Kohrs
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12 votes
Thank you for your suggestion. We will look into it.
Danette Kohrs
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47 votes
This is a bug right now. If you change your default browser to IE, it should work. We are working on making it work again.
Danette Kohrs
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77 votes
We are improving our import and are working on adding it back.
Danette Kohrs
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155 votes
We are sorry and are working on bringing it back as soon as possible. With the old implementation we had some issues with loading a lot of deals and contacts, so we had to make the change to improve performance.
Danette Kohrs
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164 votesDanette Kohrs
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6 votesDanette Kohrs
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135 votesDanette Kohrs
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468 votes
We enabled the side-by-side view in OWA. The module will follow.
An error occurred while saving the comment Danette Kohrs
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I recently noticed a OCM icon in the far right, upper corner of SOME of my tasks listed in the O365 TASKS view but it's not there for all and it was even missing on some tasks that are LINKED within OCM so I'm not sure why it is inconsistent. Just FYI.
Danette Kohrs
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15 votesDanette Kohrs
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53 votesDanette Kohrs
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74 votesDanette Kohrs
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254 votesDanette Kohrs
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I posted this issue 3 months ago and still today I continue to try to fill in data into custom fields, for contact records, and even though I "save" when I re-enter the record the data does not show. Is this a known issue? Right now, for me, our custom fields are useless.