I duplicated Tom the client's record with the checklist and did not check the assignees. I then manually assigned John the specialist to a record. When John or an Admin selects a checkbox on John's record, the record appears on Tom's screen. Then when Tom refreshes, the record disappears again. We don't want Tom to see any records he's not assigned to. He is a client and should not see other client cards. How do we fix this? I'm happy to hop on a call
Q: Clients
Are clients counted as clients for tier 2 ?
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Q: Checklist on Records has a bug
I duplicated Tom the client's record with the checklist and did not check the assignees. I then manually assigned John the specialist to a record. When John or an Admin selects a checkbox on John's record, the record appears on Tom's screen. Then when Tom refreshes, the record disappears again. We don't want Tom to see any records he's not assigned to. He is a client and should not see other client cards. How do we fix this? I'm happy to hop on a call
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Q: iFrame Feature
Hello Support Team,
Does your software allow iFrame?
Manny_Blue
Dec 18, 2024A: Yes
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Q: Data question
Hello Support Team,
Can your software provide OKRs, and KPIs data for projects or tasks?
Manny_Blue
Dec 18, 2024A: No we don't have that
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Q: As an agency working with several companies, the company count is 1 (my company) or the companies that I work for?
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