How to connect Contact and Company to a Deal via workflow
Hi, when I try to set up an automation where a lead gets a specific label, the workflow should start and create a deal that connects to the lead plus the existing contact and company that were already linked to that lead. But it just does not work properly. This is the setup I tried to use as you can see in the screenshot.
The issue is that when you search for the contact or company ID and filter it to match the one that was already connected to the lead, it always picks the first entry in the array. Sadly that one is not the ID that was originally linked. (see screenshots)
I also tried searching for the exact contact or company ID with a filter for this specific ID, but the result was still the same. (see screenshots)...
Worflows queue seems to be stuck
I have old workflows stuck in "running" but not doing anything, and one stuck in the queue.
Is there a way to interrupt the hanging ones?
for context:
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Difficulty adding my calendar/email
I don't want to add my specific calendar/ email but we have sales reps on our team who do and they are not able to do that right now. I've included screenshots from my account of what they're also seeing.
What is missing from our account and are you able to help?
Thank you so much,...
Setup of Mandatory fields.
It was recomended that with direct db access i can set some of them as mandatory. It seems in case of text at least i can not. When i set description to not null but i remove the default ''::text value i can not hit the create new record cause i get exception
Relations not visible anymore from tasks - v1.11.0 Self Hosted
Hey team!
Since the last update this weekend, no relations are visible in tasks. They are still created correctly and the relation is saved properly.
During task creation, the relation is visible, but after a refresh, it disappears.
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During task creation, the relation is visible, but after a refresh, it disappears.
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