Topics started by bart-batselier

8 Topics

bart-batselier
bart-batselierNew Member
asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso  Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

3
Karine Cristina
Pipefy Staff
1 year ago
bart-batselier
bart-batselierNew Member
asked in Ask the Community

Formatting of the comment field

Hi all, Recently the format of the comment field has changed, messing up all our information for that card.It used to be structured, but now it’s gone.Anyone with the same problem ? @Giovanni Basso 

5
bart-batselier
1 year ago
bart-batselier
bart-batselierNew Member

Sorting cards on field valuesSubmitted

Hi,  I like to sort cards on field values for fiels I have created.F.ex. I have a field called deal value, and I would like to sort on the deal value in that particular phase in the pipeline.You could also do this for other fields (dates etc..)

2
Nicole Chiroli
Pipefy Staff
2 years ago
bart-batselier
bart-batselierNew Member

Send reports automatically on a preset timeSubmitted

Creating reports is already possible. You can download the report or mail the report.I create different reports for different purposes and different people and would like to automate the flow.Suggestion here : to send the report automatically by mail to certain persons on a certain (fix) time (f.ex weekly or monthly..)

14
Nicole Chiroli
Pipefy Staff
2 years ago
bart-batselier
bart-batselierNew Member
asked in Finance & Procurement

Billing

Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !  

2
Juliana Spinardi
Pipefy Staff
2 years ago
bart-batselier
bart-batselierNew Member

Sorting reports (alphabetically or on creation date)Submitted

Sort reports on name A-Z or creation date or… ?That way you can easlily search the correct report.

3
Rodrigo Leite
Pipefy Staff
2 years ago
bart-batselier
bart-batselierNew Member

Filter cards on 'no label'Submitted

You can add (mutliple) labels to cards.But I would like to filter on ‘no label’ (not with a report but in screen ) so I can easily add the desired label.

3
Giovanni Basso
Pipefy Staff
2 years ago
bart-batselier
bart-batselierNew Member
asked in Ask the Community

Send out email in bulk to a selection made in the reports

I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards. 

2
Lucas Democh
2 years ago

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