Katie Eisenbath
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Activity overview
Latest activity by Katie Eisenbath-
Katie Eisenbath commented,
I agree that a great placement would be in the header bar, and when clicked, AskMo would open as an overlay as it does today. Maybe for the first few versions after the move, maybe we could add an...
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Katie Eisenbath created a post,
Outlook Email Integration - Confidentiality Scenario
AnsweredVictor Nogales Junior - I had a customer submit the following inquiry. How does the Outlook email integration handle this?Confidentiality scenario: Let's say the email integration is set up in Ke...
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Katie Eisenbath created a post,
Outlook Email Integration - how is multi-org handled?
AnsweredVictor Nogales Junior - I had a customer inquire about the email integration for multi-org scenario. If a user is in multiple orgs, does an activity get created for every email that is sent out b...
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Katie Eisenbath created a post,
Order Minimum - ESC
PlannedGeorgia World raised a question today asking if ESC can impose Order Minimums. For example, they will accept catering orders ONLY IF the order totals $250 or more. So if someone places an order a...
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Katie Eisenbath commented,
Andy Zak - did this ever get resolved? As a reminder, we just need the ability for express users to view Room Diagrams on events and service orders.
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Katie Eisenbath commented,
This would be a one-time closure of all closed service orders. On new orders, they will be assigning the department at the time of order creation.
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Katie Eisenbath created a post,
Update Order Department on Closed Orders
AnsweredSourceOne would like to start using the Access Privilege for Allow Access to Orders by Department. So that it is a complete solution, they will start using Order Department, but they will also nee...
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Katie Eisenbath commented,
Two updates to this topic:1.) Can the API be of assistance for the purging (full delete) of Event and Account records that are older than 5 years old?2.) Do we expect workflow builder to allow for ...
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Katie Eisenbath commented,
Hi Anthony Costantino - this is Greater Ontario. I'm happy to hop in and step you through it if that helps.
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Katie Eisenbath commented,
Barbara Key - any idea how the new room flow works now that we have the advanced and basic versions? Will it support the above workflow? Anthony Costantino or Justin Wittrock - either of you savv...