Topics started by Mike

2 Discussions

M
Superstar
MikeSuperstar
posted in Ask a Peer

Filter contacts by contact type and be able to export / mail to custom contact list

I would like to be able to generate a list of a specific contact type, for example, a listing of all individual clients with their email addresses that I can then put in to a program like mailchimp so I can email to a specific group of client.Or generate a list of all the lawyers we deal with so we can send them something customized.  

2
J
Beginner
8 months ago
M
Superstar
MikeSuperstar
posted in Share Tips & Best Practices

KarbonHQ and RingCentral Integration

It would be great if KarbonHQ could integrate with RingCentral.Someone calls, client information pops up.FYI - I put a request in to ring central. https://ideas.ringcentral.com/ideas/CUSTCOM-I-3897

1
max
Sr. Karbon Community Guide
2 years ago

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