Search found 38 matches

by Katelake3566
Wed Aug 12, 2020 7:44 pm
Forum: Report a Bug
Topic: FB Message Not Posted
Replies: 4
Views: 286

Re: FB Message Not Posted

Thanks for the idea, Scott. Could you give me a hint how to do the "reconnection"? :D :roll:
by Katelake3566
Tue Aug 11, 2020 5:10 pm
Forum: Report a Bug
Topic: FB Message Not Posted
Replies: 4
Views: 286

Re: FB Message Not Posted

Hi Dave,
The whole conversation took place within 1.5 hours.

I took screenshots of the Facebook Messenger comment times and the APWT comment times so you can see the differences and attached it to this post.
Kate
by Katelake3566
Thu Aug 06, 2020 4:39 pm
Forum: Report a Bug
Topic: FB Message Not Posted
Replies: 4
Views: 286

FB Message Not Posted

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...
by Katelake3566
Thu Jul 09, 2020 7:48 am
Forum: Report a Bug
Topic: Contacts List - Not Behaving Properly
Replies: 2
Views: 570

Re: Contacts List - Not Behaving Properly

Thanks Dave. Were you able to see a complete list of whatever tag you used when you tried it?
by Katelake3566
Tue Jul 07, 2020 7:09 pm
Forum: Report a Bug
Topic: Contacts List - Not Behaving Properly
Replies: 2
Views: 570

Contacts List - Not Behaving Properly

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...
by Katelake3566
Mon Jun 15, 2020 11:52 am
Forum: Suggestions / Feature Requests
Topic: Google Messaging App
Replies: 0
Views: 954

Google Messaging App

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?
by Katelake3566
Tue Jun 02, 2020 11:15 am
Forum: Report a Bug
Topic: "New Txt Msg" button in the way
Replies: 2
Views: 390

Re: "New Txt Msg" button in the way

YAY!! Thank you! We're excited!
by Katelake3566
Wed May 27, 2020 1:44 pm
Forum: Report a Bug
Topic: "New Txt Msg" button in the way
Replies: 2
Views: 390

"New Txt Msg" button in the way

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.
by Katelake3566
Wed May 27, 2020 1:29 pm
Forum: Suggestions / Feature Requests
Topic: Task Notifications
Replies: 0
Views: 1071

Task Notifications

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 ...
by Katelake3566
Wed May 27, 2020 1:25 pm
Forum: Suggestions / Feature Requests
Topic: Recurring tasks (options for how often)
Replies: 2
Views: 2591

Re: Recurring tasks (options for how often)

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 ...
by Katelake3566
Wed May 27, 2020 1:21 pm
Forum: Suggestions / Feature Requests
Topic: Delayed Task
Replies: 2
Views: 1184

Re: Delayed Task

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...
by Katelake3566
Fri Mar 27, 2020 8:31 pm
Forum: Suggestions / Feature Requests
Topic: Workflow Timeline Enhancement
Replies: 1
Views: 777

Workflow Timeline Enhancement

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.
by Katelake3566
Fri Mar 27, 2020 7:53 pm
Forum: Suggestions / Feature Requests
Topic: Smartphone App Request - Statuses/Tags
Replies: 0
Views: 2279

Smartphone App Request - Statuses/Tags

Please add the ability to update statuses and select tags.
by Katelake3566
Fri Mar 27, 2020 7:50 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.2.5 (04-10-2020)
Replies: 2
Views: 2197

Re: Smartphone App 1.2.5 (Estimated 03-20-2020)

Checking in - has this update been released?
by Katelake3566
Fri Mar 27, 2020 7:02 pm
Forum: Suggestions / Feature Requests
Topic: Task Triggers
Replies: 4
Views: 1862

Re: Task Triggers

Agreed! This is a terrific idea! Would be very helpful.
by Katelake3566
Thu Mar 12, 2020 8:51 am
Forum: Suggestions / Feature Requests
Topic: Marketing / Emails
Replies: 0
Views: 2746

Marketing / Emails

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.)?
by Katelake3566
Thu Mar 12, 2020 8:41 am
Forum: Suggestions / Feature Requests
Topic: "Add These Tags to Campaign" area
Replies: 7
Views: 2594

Re: "Add These Tags to Campaign" area

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...
by Katelake3566
Mon Feb 24, 2020 8:26 am
Forum: Suggestions / Feature Requests
Topic: Marketing / Emails
Replies: 1
Views: 3028

Marketing / Emails

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...
by Katelake3566
Sun Feb 23, 2020 5:07 pm
Forum: Suggestions / Feature Requests
Topic: Task Management - Enhancement
Replies: 0
Views: 3128

Task Management - Enhancement

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...
by Katelake3566
Sun Feb 23, 2020 5:03 pm
Forum: Suggestions / Feature Requests
Topic: Task improvement - notifications
Replies: 3
Views: 5671

Re: Task improvement - notifications

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.
by Katelake3566
Sat Feb 22, 2020 4:22 pm
Forum: Suggestions / Feature Requests
Topic: Contact Custom Fields - Default Value
Replies: 2
Views: 1477

Re: Contact Custom Fields - Default Value

Checking in! Is this feature/capability a possibility sometime in 2020?
by Katelake3566
Sat Feb 22, 2020 11:20 am
Forum: Suggestions / Feature Requests
Topic: Unmatched Emails
Replies: 0
Views: 3158

Unmatched Emails

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:...
by Katelake3566
Sat Feb 22, 2020 11:16 am
Forum: Suggestions / Feature Requests
Topic: Email Enhancements
Replies: 0
Views: 3025

Email Enhancements

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...
by Katelake3566
Fri Nov 22, 2019 3:14 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.1.0 (12-01-2019)
Replies: 3
Views: 1517

Re: Smartphone App 1.1.0 (Estimated 12-01-2019)

Phone app feature request - please add the ability to update statuses and select tags.
Thank you!
by Katelake3566
Fri Nov 22, 2019 3:12 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.1.0 (12-01-2019)
Replies: 3
Views: 1517

Re: Smartphone App 1.1.0 (Estimated 12-01-2019)

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.
by Katelake3566
Fri Oct 11, 2019 2:25 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

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...
by Katelake3566
Thu Oct 10, 2019 6:42 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

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...
by Katelake3566
Thu Oct 10, 2019 4:13 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

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?
by Katelake3566
Thu Oct 10, 2019 3:56 pm
Forum: Report a Bug
Topic: Contact Custom Fields - Date Won't Clear Out
Replies: 5
Views: 1795

Re: Contact Custom Fields - Date Won't Clear Out

Yippee! You fixed it!! Thanks so much!!!!!! :D :D :D :D
by Katelake3566
Thu Oct 10, 2019 3:52 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

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?
by Katelake3566
Tue Oct 08, 2019 11:32 am
Forum: Report a Bug
Topic: Custom Integer Field
Replies: 1
Views: 762

Custom Integer Field

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...
by Katelake3566
Tue Oct 08, 2019 11:27 am
Forum: Report a Bug
Topic: Contact Custom Fields - Date Won't Clear Out
Replies: 5
Views: 1795

Re: Contact Custom Fields - Date Won't Clear Out

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...
by Katelake3566
Tue Oct 08, 2019 11:13 am
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

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?
by Katelake3566
Fri Oct 04, 2019 5:16 pm
Forum: Change Log / Version Plans
Topic: Smartphone App 1.0 (11-01-2019)
Replies: 11
Views: 3599

Re: Smartphone App (Estimated 11-01-2019)

Please add custom fields to CRM
by Katelake3566
Sat Mar 30, 2019 10:09 pm
Forum: Report a Bug
Topic: Contact Custom Fields - Date Won't Clear Out
Replies: 5
Views: 1795

Contact Custom Fields - Date Won't Clear Out

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...
by Katelake3566
Sat Jan 26, 2019 9:46 am
Forum: Suggestions / Feature Requests
Topic: Contact Custom Fields - Default Value
Replies: 2
Views: 1477

Contact Custom Fields - Default Value

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!