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Hacks & Tricks
Introduction
Welcome to our Hacks & Tricks course! (0:57)
Getting to know you
Automation
Clear field by automation (3:40)
Card not moved by automation (2:38)
Bulk delete via Recurring Activity Automation (2:45)
Bring information from Child card to Parent card (4:04)
Creating connected card via automation (7:20)
Bulk actions
Bulk update cards (3:44)
Bulk update database registries (5:42)
Bulk delete cards (2:28)
Bulk delete database registries (2:31)
Email communication
Code 401 (2:51)
Clickable attachment link (1:59)
Fixed file in email template (3:53)
Add phase link to email template (2:24)
Data import
Card creation (8:00)
Database records creation (8:23)
Card creation - connected to database (4:05)
Managing data
Duplicate reports (1:59)
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Bring information from Child card to Parent card
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