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Ability to add task created from a workflow into a Project and Milestones
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0
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6
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February 3, 2026
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Create a resend email button
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0
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2
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February 3, 2026
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Co-owned Multi Touch
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0
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3
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February 3, 2026
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CC to be added when sending email from Striven
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0
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2
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February 3, 2026
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can we have this on Perth time zone?
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0
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2
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February 3, 2026
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Can I add a merge field to the name of the project in a workflow
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0
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3
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February 3, 2026
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Bounced Email notification
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0
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2
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February 3, 2026
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Be able to add .pdf file for attachments in the Send Email:Contacts page
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0
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3
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February 3, 2026
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Appointments Data sets to Workflow
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0
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2
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February 3, 2026
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Appointment data set for workflows
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0
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3
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February 3, 2026
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Allow Item Group Qty Filters for Sales Order datasets in Report Builder and Workflows
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0
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4
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February 3, 2026
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Alert on items being added or removed from Sales Orders
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0
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3
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February 3, 2026
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Add Task - Attachments as a merge field in the Email Action for Workflows based on Tasks
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0
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1
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February 3, 2026
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Add Recipient First, Full, and Last Name Merge Fields to Workflow Send Discussion Action
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0
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3
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February 3, 2026
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Add Project and Sales Order Merge Fields to Task-Based Workflow Email Triggers
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0
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5
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February 3, 2026
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Add Inventory as a dataset to Workflows
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0
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3
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February 3, 2026
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Add Email Templates to Multi Touch Emails
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0
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2
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February 3, 2026
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Add Discussions dataset to Workflows
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0
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2
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February 3, 2026
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Add Customer Profile in Workflows
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0
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1
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February 3, 2026
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Add all order sales / po custom fields as merge fields in workflows based on actions
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0
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0
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February 3, 2026
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Add additional Merge Fields for Customers - Workflows
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0
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4
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February 3, 2026
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Add a Merge Field for Sales Order Name in the Email Action for Workflows based on Tasks
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0
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2
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February 3, 2026
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Add a "from" search option to the Work Flow Queue
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0
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4
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February 3, 2026
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Ad Remove Duplicates Function for Workflow Emails
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0
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1
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February 3, 2026
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Ability to send the New Invoice That Needs Payment Email to customers en masse
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0
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3
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February 3, 2026
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Ability to send test email for multi-touch campaigns
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0
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3
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February 3, 2026
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Ability to send multi-touch notification to Sales Rep for Sales Orders
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0
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1
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February 3, 2026
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Ability to adjust text input by merge fields on an individual use basis (per multi-touch campaign, as an example, instead of for the whole company)
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0
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3
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February 3, 2026
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Estimates, Invoicing & Profitablity
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1
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203
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November 13, 2023
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Sample Workflow - Reminder Email when Opportunity Follow Up Date is = to Today
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0
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234
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May 12, 2023
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