Sign in to join the conversation:
I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?
Hi Leann,
Unfortunately, it's not possible at the moment to add users to an already added send to an attachment process, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
My recommendation would be to use contact groups instead because that will make it easy to add people to the process.
Would that work?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Thanks, I have submitted this enhancement request
Excellent!
Happy to help!
I just tried to create my first dashboard using the timeline chart widget. I have set it to open the source data when clicked however it does not work. I've done this multiple times without success. It seems this is not actually an option even though you can select it in the settings. Can someone verify this or is there…
Hello, I have two sheets. One is "Current tasks" and one is "Completed tasks". I have the rows (individual tasks) auto number when entered (2026-001, 2026-002, etc.). When the row is marked complete, it is moved to the "Completed task" sheet. The problem I am having is that when the row is moved the other tasks that remain…
Do you use the standard {Sheet Name - Column Name} ? Or do use a simple name that can be easily identified? Or Do you use abbreviations? Im curious and would like to know your approach, Im hoping I could learn a lot from your experience.
