changing to scripts

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Kim Goar

• October 12, 2016 20:09

good idea, but presents a problem when I want to send an email to someone who is not on a list that appears in the dashboard.  

Normally when I add a new customer from TBB (customer lead) I am able to add them in Teamzy and then go to promote tab and send an email.

Now I can't because he isn't on any lists that appear in dashboard.  Tried to add him as a f/u for today but that didn't put him far enough on the list to show in the dashboard.

Also can't find my scripts that I saved easily as I don't remember their titles to search for them :( 

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  Barrie T.

  • October 15, 2016 14:20

  Hi Kim, 

  We are working on adding the email function to the Team page. Here is a temporary work-around. Set a follow up with the person you are adding for Tomorrow. Then toggle to the Dashboard and they should be on your Follow Up list where you can send an email. 

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  Chea Hall

  • October 18, 2016 00:31

  I have the same question as Kim and will use the work around. but I also cannot find any of my previously saved templates in the script feature. 

   

  Chea

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  Chea Hall

  • October 18, 2016 00:31

  I have the same question as Kim and will use the work around. but I also cannot find any of my previously saved templates in the script feature. 

   

  Chea

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  Barrie T.

  • October 18, 2016 12:21

  Hi Chea,

  To find your scripts, clear the filters and you'll see your scripts at the top of the list. It's a good idea to edit your scripts and add in the appropriate filters so they are there when you need them next time!

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