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AG$

Bronze Thumbs-Up Enthusiast
Silver Idea Generator
Silver Ace Answerer
  • Total activity 84
  • Last activity February 23, 2026 14:42
  • Member since March 15, 2024 20:10
  • Activity overview
  • Badges (3)
  • Posts (22)
  • Comments (21)
  • Activity overview
  • Badges (3)
  • Posts (22)
  • Comments (21)

Activity overview

Latest activity by AG$
  • AG$ commented, February 20, 2026 04:24

    1. Community
    2. CRM & Pipelines
    3. Notes & Title Export

    Thanks! 

    • View comment
    • AG$
    • February 20, 2026 04:24
    • 0 votes
  • AG$ created a post, February 19, 2026 19:53

    Notes & Title Export

    1. Community
    2. CRM & Pipelines

    Where is the 'notes' on the invoice?    This part of the inovice doesn't export the details correct?     

    • AG$
    • February 19, 2026 19:53
    • 2 followers
    • 3 comments
    • 0 votes
  • AG$ created a post, December 22, 2025 23:45

    Payment Reports are exporting

    1. Community
    2. Payments

    my export hasn't worked in 3 months, this is another staff members export screen. She logged out fully and then clearing cache/cookies before logging back in. This has happened since last Thursday  

    • AG$
    • December 22, 2025 23:45
    • 2 followers
    • 1 comment
    • 0 votes
  • AG$ commented, September 18, 2025 14:30

    1. Community
    2. CRM & Pipelines
    3. Client/Filter Page

    I use one particular report regularly. There are not 1606 clients on this report, and when i select this report or 'view' to export, it's incorrect in both what i'm visually looking at and what i h...

    • View comment
    • AG$
    • September 18, 2025 14:30
    • 0 votes
  • AG$ commented, September 01, 2025 20:50

    1. Community
    2. CRM & Pipelines
    3. Client/Filter Page

    On the old system using filters, for example, since we can not look up invoice numbers, we'd scroll down and  use the 'Claim Number' choice on the filter. On the new system, you have to select it e...

    • View comment
    • AG$
    • September 01, 2025 20:50
    • 0 votes
  • AG$ created a post, August 28, 2025 17:36

    Client/Filter Page

    1. Community
    2. CRM & Pipelines

    Your client page has lost a lot of functionality.  Do you have a video or documentation on what's changed or how we're to use the new set up?  I've already sent a message regarding filters not expo...

    • AG$
    • August 28, 2025 17:36
    • 3 followers
    • 5 comments
    • 0 votes
  • AG$ created a post, August 28, 2025 14:59

    Buttons Missing

    1. Community
    2. CRM & Pipelines

    see below screen shots

    • AG$
    • August 28, 2025 14:59
    • 2 followers
    • 1 comment
    • 0 votes
  • AG$ created a post, August 26, 2025 16:07

    Export Clients

    1. Community
    2. CRM & Pipelines

    Export Clients Filters are not working on new platform design. I need a call to show the team. This continues to happen intermitted. Half the staff are unable to export reports.  

    • AG$
    • August 26, 2025 16:07
    • 2 followers
    • 1 comment
    • 0 votes
  • AG$ created a post, June 16, 2025 23:30

    Create Messages

    1. Community
    2. CRM & Pipelines

    One of my team members haven't been able to create messages in my TeamChat (my "chat box" doesn't pop up in any of my chats.  Please advise. 

    • AG$
    • June 16, 2025 23:30
    • 2 followers
    • 1 comment
    • 0 votes
  • AG$ created a post, April 18, 2025 18:23

    Posting Notes

    1. Community
    2. CRM & Pipelines

    One of the team members are not able to post notes. She cleared her cache and cookies is using incognito. 

    • AG$
    • April 18, 2025 18:23
    • 2 followers
    • 1 comment
    • 0 votes

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