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Thanks John. The problem is that the email address where she wants it sent, is already assigned to another contact in my system. She outsources to a CFO so the email is already taken... any suggestions?

I need to send an invoice to a client but the main email address I have in her contact card is not the email where she wants the invoice. I need to send it to her CFO who is another contact in my account. How can I change the email address to send the invoice to the right person?

Is there a way to set up a certain product to a tag? For example: someone that purchases my Virutal Training can they automatically be tagged as "virtual training client"?

When creating a new email, no template, and no images in the email... is there a way to remove the "trouble viewing this email click here?". We are wanting to send an email without images and headers that looks like an email being sent from Outlook or Gmail or any other personal email. Thank you!

Understood. Thank you!

I see. It isn't just for the image though it's for branding purposes. My new website has a new font that I use on all my marketing materials. So there is no way to import additional fonts?

I have new fonts I am using. Can I upload them to use them to format my emails?

Yep I am sure it's the right image. It will add the YouTube standard icon.

I am trying to upload an image for the YouTube icon on my site. I have a custom image that I upload from my gallery but it keeps adding the Facebook icon. So I have two facebook icons, one leads to facebook and the other to YouTube. Help please

Can I do split testing on drip email campaigns?

If there could be a way when sending an introduction to someone from their console, to have a link or option when the email is received to import the contact information of the person you've been introduced to, that'd be so COOL!

It would be super cool if I could pull a list when searching in my contacts of a specific city or state.

Got it! That's exactly what I needed. Thank you!

This is still an issue... I don't have an "everything else" drop-down for tasks. The task hasn't been completed. I view the task then click away in the search bar to look for a contact and the task is not able to be seen/found anymore.

Apparently the task does it get added but I still get that error, so I made several of the same task.

Hey team, I am getting this error when I try to assign or add a task:

The c1730.allprowebtools-s1.com page isn't working. c1730.allprowebtools-s1.com is currently unable to handle this request.
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This still isn't fixed for certain contacts...

We are trying to search for a contact that already exists in our account. The name is Jazmin Montano. We thought she wasn't in there so we tried adding her and it said "email already exists" but you cannot search for her via email, name or business. Please help

Hi Team, it's a bummer that I have to ask this question but it did come up. How do I help a customer cancel their APWT account? Thank you

How do I remove myself from being an expert on a clients' account?

Hey Team! It would be so cool if I had the option to delete more than one task at a time. For example, I have created a ton of re-occurring tasks that show-up in my inbox when I first got to my tasks and a lot of them are not relevant anymore and I'd like to get rid of them :).

I am not sure what you mean by Customers CRM page... please help :)

When I go in to task that has been assigned to me and then click away from that screen to for example, search for a client, the task is no longer visible. I can't find it in completed tasks either.

It would be awesome if we could have paragraph spacing when entering information in to the workflow timeline. Also, to be able to delete/edit a note.

I have had 2 clients have difficulty paying our invoices. They are unable to login and have tried resetting the password and still aren't able to login and pay.

It would be awesome if we could print off an email report for an individual email. Currently the email report shows stats for every email at a glance.

Could we move the "account added on" field in account insight to the bottom of the contact page? This may just be me but I keep selecting it when adding a follow-up date ;)

It would be super cool if we could send attachments through chat!

Hey John, I do not see a column of status listed when I view my notifications of people to call. It goes from left to right - ID, name, company, phone, email, address, city,state and zip

Yes please! I would like this feature too!

When viewing, for example, the list of contacts needing to be called from the notification screen, if we could view in that screen along with their contact information their status and tag(s) that would be really helpful! Thank you! :)

I second this and would like to have this searchability too!

I noticed that Mandrill now requires you to verify the sending domain and to update your DNS records. I got the verification part but I don’t know where/what I need to do with this piece: https://mandrill.zendesk.com/hc/en-us/articles/205582277-How-do-I-add-DNS-records-for-my-sending-domains- Help p...

Got it! Thank you

I do not see it recording in the customer timeline when I send them an invoice. Thanks!

Hmm... I show that it posts in their timeline when a new order is created but it didn't record anything when I sent the invoice. I will put this comment in the "report a bug" segment too. Thank you!

We used to be able to "update" the task and re-assign it to someone. That feature was awesome when we were both working on a project and needed to have someone else review our work. Instead of completing the task and making a new one each time, could we have the option to either complete it or re-ta...

It would be awesome if we could have a notification either as a pop-up, or at least up in the notifications when your task due date is approaching or past due. :)

I would like it too!

It would be awesome if we could have it notated in the workflow timeline that we sent an invoice to a customer. Thank you!

Is there a way that we could either: when exporting a list of tags have the custom field information show up OR be able to sort in the "view all" by custom fields?

Is there a way we could import from the csv file the information we want in custom fields? For example: One of our custom fields is Birthday, could there be a column in the downloadable csv file that I could add the birthdays to and import them all at once?

Heck yeah it would! You guys rock :)

Could we make it so that you could see the email introduction you sent? For example: When you send a newsletter it shows up in the workflow timeline as clickable to review that email. I would like to be able to pull up the exact email that was sent. Also, could we have it notated in the workflow tim...

Is there a place to see what links are being clicked in a newsletter? I know I can find how many people are clicking the links but I’d like to be able to track which links they are clicking.

Could we make it so that if you want to cancel a set of scheduled emails you can do so all at one time OR individually? Currently going through and cancelling each email scheduled per tag is time consuming. Thank you!

That makes perfect sense. I will think about this... Thanks Paige

It would rock if we could add attachments to the emails. Thank you!