Search found 44 matches
- Fri Nov 03, 2023 9:51 am
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
Re: How to view file sizes?
I cleaned up my mailbox by emptying the trash and reducing the length of time emails are kept on the server. Looks like our total disk usage is around 1.3 gig. Do you agree? Thanks for your help!
- Thu Nov 02, 2023 5:18 am
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
Re: How to view file sizes?
Looks like the answer is wait until the next day and the number is updated! I forgot that you showed in an earlier post that it is updated at midnight!!
Thanks so much for your help, Dave. We are now below 1 gig in storage. Hooray!
Thanks so much for your help, Dave. We are now below 1 gig in storage. Hooray!
- Wed Nov 01, 2023 2:13 pm
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
Re: How to view file sizes?
Thanks Dave! Do I have to wait for some period of time to see an updated storage amount? It still shows over 2 gig?
- Wed Nov 01, 2023 9:17 am
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
Re: How to view file sizes?
Thanks Dave! I looked there last night but didn't realize there were headings below Theme Editor! lol
- Wed Nov 01, 2023 8:17 am
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
Re: How to view file sizes?
Thanks! I noticed the files yesterday but couldn't see a way to delete them. If you can do a mass purge of attachments from before 1/1/23, that would be great! Once done, please let me know what the remaining storage used is. If I understood that screenshot, it looks like there is a gigantic attachm...
- Wed Nov 01, 2023 6:26 am
- Forum: Help / How to use AllProWebTools
- Topic: How to view file sizes?
- Replies: 10
- Views: 1005
How to view file sizes?
Is there an easy way for me to find large attachments and delete them to reduce our storage use?
- Wed Aug 12, 2020 7:44 pm
- Forum: Report a Bug
- Topic: FB Message Not Posted
- Replies: 4
- Views: 3211
Re: FB Message Not Posted
Thanks for the idea, Scott. Could you give me a hint how to do the "reconnection"? :roll:
- Tue Aug 11, 2020 5:10 pm
- Forum: Report a Bug
- Topic: FB Message Not Posted
- Replies: 4
- Views: 3211
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
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
- Thu Aug 06, 2020 4:39 pm
- Forum: Report a Bug
- Topic: FB Message Not Posted
- Replies: 4
- Views: 3211
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...
- Thu Jul 09, 2020 7:48 am
- Forum: Report a Bug
- Topic: Contacts List - Not Behaving Properly
- Replies: 2
- Views: 2296
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?
- Tue Jul 07, 2020 7:09 pm
- Forum: Report a Bug
- Topic: Contacts List - Not Behaving Properly
- Replies: 2
- Views: 2296
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...
- Mon Jun 15, 2020 11:52 am
- Forum: Suggestions / Feature Requests
- Topic: Google Messaging App
- Replies: 0
- Views: 4640
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?
- Mon Jun 15, 2020 11:50 am
- Forum: Suggestions / Feature Requests
- Topic: Sending an email to a contact's status
- Replies: 1
- Views: 1619
Re: Sending an email to a contact's status
That's a great idea!
- Tue Jun 02, 2020 11:15 am
- Forum: Report a Bug
- Topic: "New Txt Msg" button in the way
- Replies: 2
- Views: 1753
Re: "New Txt Msg" button in the way
YAY!! Thank you! We're excited!
- Wed May 27, 2020 1:44 pm
- Forum: Report a Bug
- Topic: "New Txt Msg" button in the way
- Replies: 2
- Views: 1753
"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.
On the phone app, the "Other Contact Information" isn't listed at all! Expected to see it under "Default" fields.
- Wed May 27, 2020 1:29 pm
- Forum: Suggestions / Feature Requests
- Topic: Task Notifications
- Replies: 0
- Views: 2847
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 ...
- Wed May 27, 2020 1:25 pm
- Forum: Suggestions / Feature Requests
- Topic: Recurring tasks (options for how often)
- Replies: 2
- Views: 3910
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 ...
- Wed May 27, 2020 1:21 pm
- Forum: Suggestions / Feature Requests
- Topic: Delayed Task
- Replies: 2
- Views: 2520
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...
- Fri Mar 27, 2020 8:31 pm
- Forum: Suggestions / Feature Requests
- Topic: Workflow Timeline Enhancement
- Replies: 1
- Views: 1884
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.
- Fri Mar 27, 2020 7:53 pm
- Forum: Suggestions / Feature Requests
- Topic: Smartphone App Request - Statuses/Tags
- Replies: 0
- Views: 3894
Smartphone App Request - Statuses/Tags
Please add the ability to update statuses and select tags.
- Fri Mar 27, 2020 7:50 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.2.5 (04-10-2020)
- Replies: 2
- Views: 9733
Re: Smartphone App 1.2.5 (Estimated 03-20-2020)
Checking in - has this update been released?
- Fri Mar 27, 2020 7:02 pm
- Forum: Suggestions / Feature Requests
- Topic: Task Triggers
- Replies: 4
- Views: 3674
Re: Task Triggers
Agreed! This is a terrific idea! Would be very helpful.
- Thu Mar 12, 2020 8:51 am
- Forum: Suggestions / Feature Requests
- Topic: Marketing / Emails
- Replies: 0
- Views: 4378
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.)?
- Thu Mar 12, 2020 8:41 am
- Forum: Suggestions / Feature Requests
- Topic: "Add These Tags to Campaign" area
- Replies: 7
- Views: 5534
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...
- Mon Feb 24, 2020 8:26 am
- Forum: Suggestions / Feature Requests
- Topic: Marketing / Emails
- Replies: 1
- Views: 4143
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...
- Sun Feb 23, 2020 5:07 pm
- Forum: Suggestions / Feature Requests
- Topic: Task Management - Enhancement
- Replies: 0
- Views: 4759
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...
- Sun Feb 23, 2020 5:03 pm
- Forum: Suggestions / Feature Requests
- Topic: Task improvement - notifications
- Replies: 3
- Views: 7101
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.
- Sat Feb 22, 2020 4:22 pm
- Forum: Suggestions / Feature Requests
- Topic: Contact Custom Fields - Default Value
- Replies: 2
- Views: 2881
Re: Contact Custom Fields - Default Value
Checking in! Is this feature/capability a possibility sometime in 2020?
- Sat Feb 22, 2020 11:20 am
- Forum: Suggestions / Feature Requests
- Topic: Unmatched Emails
- Replies: 0
- Views: 4794
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:...
- Sat Feb 22, 2020 11:16 am
- Forum: Suggestions / Feature Requests
- Topic: Email Enhancements
- Replies: 0
- Views: 4624
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...
- Sat Feb 22, 2020 10:57 am
- Forum: Suggestions / Feature Requests
- Topic: Schedule an email to an individual contact
- Replies: 3
- Views: 4085
Re: Schedule an email to an individual contact
Great idea! Following.
- Fri Nov 22, 2019 3:14 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.1.0 (12-01-2019)
- Replies: 3
- Views: 10026
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!
Thank you!
- Fri Nov 22, 2019 3:12 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.1.0 (12-01-2019)
- Replies: 3
- Views: 10026
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.
- Fri Oct 11, 2019 2:25 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
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...
- Thu Oct 10, 2019 6:42 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
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...
- Thu Oct 10, 2019 4:13 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
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?
- Thu Oct 10, 2019 3:56 pm
- Forum: Report a Bug
- Topic: Contact Custom Fields - Date Won't Clear Out
- Replies: 5
- Views: 3861
Re: Contact Custom Fields - Date Won't Clear Out
Yippee! You fixed it!! Thanks so much!!!!!!
- Thu Oct 10, 2019 3:52 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
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?
- Tue Oct 08, 2019 11:32 am
- Forum: Report a Bug
- Topic: Custom Integer Field
- Replies: 1
- Views: 1757
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...
- Tue Oct 08, 2019 11:27 am
- Forum: Report a Bug
- Topic: Contact Custom Fields - Date Won't Clear Out
- Replies: 5
- Views: 3861
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...
- Tue Oct 08, 2019 11:13 am
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
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?
Is there a way to change the notification sound on my phone for the chat notification?
- Fri Oct 04, 2019 5:16 pm
- Forum: Change Log / Version Plans
- Topic: Smartphone App 1.0 (11-01-2019)
- Replies: 11
- Views: 25259
Re: Smartphone App (Estimated 11-01-2019)
Please add custom fields to CRM
- Sat Mar 30, 2019 10:09 pm
- Forum: Report a Bug
- Topic: Contact Custom Fields - Date Won't Clear Out
- Replies: 5
- Views: 3861
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...
- Sat Jan 26, 2019 9:46 am
- Forum: Suggestions / Feature Requests
- Topic: Contact Custom Fields - Default Value
- Replies: 2
- Views: 2881
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!