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Tonight we received a FB Message on our Page from someone who we are not connected to, Carmen Mendoza. APWT captured the message and showed it as an unknown contact. I then created a new contact, assigning the FB Message to it. I then replied to Carmen through APWT but it did not show up in Facebook...

Thanks Dave. Were you able to see a complete list of whatever tag you used when you tried it?

I am unable to view a list of everyone of a certain status or tag. I start with "Contacts", "View All", and then choose "View All Contacts", then I am able to see all the pages of contacts. But there are no filter controls visible so there is nothing else I can do. I start with "Contacts", "View All...

Is there a way the Google Messaging App could be connected to APWT so texts through this free app can be connected to our contacts?

That's a great idea!

YAY!! Thank you! We're excited!

On the desktop, if my APWT window is not open to almost the full width of my screen, the "New Txt Msg" button covers the cell number under "Other Contact Information", when listed.

On the phone app, the "Other Contact Information" isn't listed at all! Expected to see it under "Default" fields.

We appreciate the new feature to be notified in the Windows notification section when tasks are coming due. Today, the notification just lists the subject. Would it be possible to also add the contact name in the notification? Bonus points if it includes contact name (company name) the way it shows ...

I agree about adding the option to select a certain day of the month for the due date. It would also be helpful if the due date of the recurring task is updated when the task is completed to show the next date due. For example, I have a weekly task due on 5/27/20. When I complete the task, it would ...

I have put in tasks for the future and then made their priority less than my current priorities so it shows up at the bottom of my "Everything Else" list. Then, as they come due, I can update their priority so they show at the top of my "Everything Else" list. Don't know if that will help you or not...

It would be very helpful to be able to "pin" notes to the top of the workflow timeline under a specific contact. This way, we could make sure that hyper-important notes stay visible at the top. And if it is a toggle feature, then we could release the pin when the notes no longer are hyper-important.

Please add the ability to update statuses and select tags.

Checking in - has this update been released?

Agreed! This is a terrific idea! Would be very helpful.

Would it be possible to create the ability to have folders in the Existing Emails section so we can group emails together (e.g., System emails in one folder, other folders by project/campaign, etc.)?

I know this would be time consuming and tedious, but if you wanted to clear people from the campaign who were incorrectly added, could you go through and clear the campaign from each record? There's an option at the bottom of the Account Insight box on the left side of the contact record (under Life...

At the moment, the only way I can get an email out of my list of "Existing Emails" is to delete it. Would it be possible to have an "Archived Emails" area that I could move inactive emails to so I can reference what they say (e.g., use as examples in the future, etc.) without them being in my active...

Would be very cool if we can set a trigger on a task that activates/sends a new task when the first task is completed. As an example, if I assign a task to someone to get me the master key for a mailbox, I would love to setup a trigger that when that task is completed, I automatically receive a task...

I agree! It would be very helpful to have some sort of notification when a task is coming due. Perhaps add a field where we can specify a "reminder date" and then a pop-up appears on that date to alert us to the approaching deadline.

Checking in! Is this feature/capability a possibility sometime in 2020?

When I go through the unmatched email list, if a contact already exists, I am able to assign the email and continue working through the list. When I have to create a new contact for an unmatched email, the system understandably changes the screen so I can add all the contact information. SUGGESTION:...

Having email conversations captured within the CRM is highly valuable. :D At this time, though, unless I send an email back to the contact using APWT, the email I send from my email app (in my case, Outlook) doesn't appear in the CRM. :cry: This is a struggle because the email feature within APWT is...

Great idea! Following.

Phone app feature request - please add the ability to update statuses and select tags.
Thank you!

It would be helpful in the phone app if the search for contacts looked at the company field as well as the name field like the online application does.

I updated my phone app to v1.0.6. I can now see my custom fields! Thank you! Something weird is happening with one of the custom fields (haven't done a full study to see if others are affected). I went to Record ID 255 (the inactive record no longer appears - thanks!), scrolled to the end of our cus...

If there is a way on the smartphone app to have the workflow timeline show headlines as a default and then allow expansion of the details when clicked on, that would be very helpful. Scrolling through long entries of emails is painful. :roll: Even if you will be eventually adding the filter option l...

I have app v1.0.1. When I try to load a contact, I just a spinning "loading" screen. The contact doesn't load in the app. We have LOTS of custom fields - might that be a factor?

Yippee! You fixed it!! Thanks so much!!!!!!

I see where to make the Facebook connection in the contact record but the field is grayed out. Is this feature available to everyone or is it associated with a particular add-on module?

Is it possible to get "blank" as an acceptable integer field response? We've used integer fields for several of our custom fields. There are times that after we've used the field for data that we want to clear the data and have the field return to an "empty" state. The only way we've figured out how...

The red trash can works well, thank you! Challenge with custom dates - if my cursor hovers over a date field and I scroll with the roller in my mouse, a date pops up in the field and changes with the scrolling. This happens a bit accidently when we are trying to scroll down the screen. If the cursor...

I'm looking forward to the new Facebook Messenger connection! That will be VERY helpful.

Is there a way to change the notification sound on my phone for the chat notification?

Please add custom fields to CRM

We have a custom field called "Term Start Date". On record 513, someone mistakenly put a date in this field. I deleted the date and ran a Search Custom Fields report based on the date and record 513 continues to show the date of 02-06-2019. How can I clear this field so this record doesn't appear on...

It would be helpful to have an option on custom fields to have a default value prefill a field when a new contact is created. Ideally this is a choice when setting up a field as many of my custom fields remain blank intentionally until the item is applicable to the contact. Thank you!