Skip to content
Workflow Status changes don't auto update
Read lessWhen completing a task that results in a status change, the status change doesn't auto-update, you must refresh to see the change when on the Lead/Shoot page.
Override ESC command
Read lessOverride the ESC button's default action of closing the master window, when clicking esc in a sub-window.
i.e. have a workflow open, then when working on a THIS, I hit ESC to close the THIS edit will close the workflow and due to a but will close and not save the workflow.
Clicking ESC closes and deletes work (Safari)
Read lessClicking ESC when working on a workflow, brings up a Close without saving? This is great....
However click EITHER "yes, close without saving" OR "Cancel" will BOTH close and not save!
Read lessAdd ability to create our own assistant. The specific follow up multiple times feature would be great. i.e. I'm creating some workflows to follow up on an enquiry but being able to specific that the email is sent at 1 day, 3 days and 7 days would be great, instead of having to create 3 workflow steps.