Christopher YoungChristopher Young

  1. 1 vote
    Vote 0 votes Vote Vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service

      You'll receive a confirmation email with a link to create a password (optional).

      Signed in as (Sign out)
      You have left! (?) (thinking…)
      completed  ·  Keith EvansKeith Evans responded

      The names are now rendered as hyperlinks and you can click first or last name to access the underlying record.

      Christopher YoungChristopher Young shared this idea and gave it 1 vote  · 
    • 42 votes
      Vote 0 votes Vote Vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service

        You'll receive a confirmation email with a link to create a password (optional).

        Signed in as (Sign out)
        You have left! (?) (thinking…)
        started  ·  James KayAdminJames Kay (Admin, Workbooks Online) responded

        When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the “duplicate” list.
        Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.

        We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
        (#2537)

        Christopher YoungChristopher Young gave this 3 votes  · 
      • 41 votes
        Vote 0 votes Vote Vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service

          You'll receive a confirmation email with a link to create a password (optional).

          Signed in as (Sign out)
          You have left! (?) (thinking…)
          completed  ·  Keith EvansKeith Evans responded

          Apologies for the delay in updating this idea. This feature was released earlier this month. MailChimp integration is currently being developed and due later this year.

          Documentation here:
          http://www.workbooks.com/help/mailshots

          Christopher YoungChristopher Young commented  · 

          It would also be good to extend this slightly to allow for basic surveys & event management. Being able to send an invitation and register the acceptances/declines & attendances

          Christopher YoungChristopher Young gave this 1 vote  · 

        Knowledge Base and Helpdesk