Lars Hauke G

Member for 3 months
2 posts
Topic

General Help and Questions » How to set tag-based triggers to prevent overlapping emails

Hi, I need to send 2 different immediate emails that are differentiated only with 1tag but the system keeps sending both emails or only the incorrect one. How to set up triggers in such situation: …

(Posted Jan 5, 2026 12:51 PM)

Feature Requests » Ability to show custom fields ONLY during separate separate agreement signing, not during quote acceptance

The custom fields seem to be a great feature but I can't find a good use for them while not harming the customer journey during booking process. I see double use for them in our case: we are obliged …

(Posted Nov 14, 2025 11:09 AM)