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João Batista

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  1. Comunidad
  2. How To

Create dashboard widget from a search filter

Hello, in the previous interface, we had the capability to convert a view filter into a widget. I am now unable to find that option; it seems to have disappeared. This feature was particularly usef...

  1. Comunidad
  2. Product Feedback

Activate blueprint with automation after the task is created

Hello, my suggestion is after the creation of a task, with an automation triggered by the change of the workflow state for exemple, enable the action to add a blueprint to the content of the task. ...

  1. Comunidad
  2. Product Feedback

Archive Folder

Hello, a option to make a folder an official archive folder for the account would be very helpful, write notin:folder every time i want to search everywhere but that folder is very time consuming a...




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