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jeremyohara
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Member since ‎Jun 26, 2017
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Jeremy O'hara

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jeremyohara on November 07, 2018
Fill form field with external URL string
I'm a lamen, I'll start there. We have recently launched a channel program and are working with a third party software to track referral submissions. I've created a landing page with a form for our partners to log into their portal and self submit read more
Reply Discussion Forms
1 upvote
1 Reply
jeremyohara
Participant
November 09, 2018
I solved this problem pretty easily, which was alluded too several times in different posts, by just creating a new field on the form and naming it t...read more
Solved
jeremyohara on November 07, 2018
Fill form field with external URL string
I'm a lamen, I'll start there. We have recently launched a channel program and are working with a third party software to track referral submissions. I've created a landing page with a form for our partners to log into their portal and self submit read more
Reply Discussion Forms
1 upvote
1 Reply
jeremyohara
Participant
November 09, 2018
I solved this problem pretty easily, which was alluded too several times in different posts, by just creating a new field on the form and naming it t...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 upvotes
91 Replies
jeremyohara
Participant
July 27, 2017
I agree.. tracking how many contacts were added for a particular month is completely worthless if one contact CC's 19 people in their company. Th...read more
mikeabowles on May 10, 2017
Filter for Tasks showing Queues each Task belongs to
It would be valuable to have a filter (or "view") on the task page that allows me to focus just on the tasks that I have not assigned to a specific task queue. There is a way to look at each task queue individually, but not the tasks that are read more
Reply Idea Tasks
74 upvotes
43 Replies
jeremyohara
Participant
June 26, 2017
Please add a column that you can add for Task Queue. This would greatly inrease productivity.
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