-
Last Updated: 08/12/2020 in Release Notes
Builder’s "Create Appointment" process referred to a custom date or time field and the application and user … created with the wrong date and time. ( Known Issue 2057995 ) A widget’s failure to load resulted in some users
-
Last Updated: 04/15/2021 in Release Notes
menus in the Campaign Builder’s Create Task process and custom field menus were not opening for some users
-
Last Updated: 11/05/2020 in Getting Started
Once granted access, the representative will be able to login-as one of the account users for the purpose … Once the 72-hour consent window begins, any user in your app may revoke Keap's access by clicking on
-
Click on the name(s) of the users to share this search with. … Check the box next to Add this search to the User Home to add a saved search widget to your dashboard
-
Last Updated: 01/25/2023 in Bulletin
either: Use the full URL, or Replace with your custom-branded shortener If you are a Pro or Max user … If you're a Max Classic user, check your Campaigns and any pending Text Broadcasts to ensure all existing … jumps two or three more times to a completely different landing page or domain address, this will alert users
-
Create Task : The task object assigns one specific responsibility to a user. … They are also hidden from users so they cannot be used to manually add a contact note. … They keep the contact record up to date and assign responsibilities to Keap Ultimate users.
-
Last Updated: 02/05/2021 in CRM Contacts Custom Fields
User : Lists the names of your Keap users. … The user must click on the list to view and select from the options. … If the user is not an admin, they will need the ability can export lists to be enabled.
-
Last Updated: 08/12/2020 in CRM Contacts Custom Fields
User : Lists the names of your Infusionsoft users. … The user must click on the list to view and select from the options. … After the number is added, your users will only be able to view the last 4 digits.
-
Last Updated: 10/31/2018 in Release Notes
Cards Administrators can now obscure all credit card information removing the ability for any admin users … If you enable this setting, no admin users in your Infusionsoft account will be able to unhide password-protected
-
Last Updated: 10/06/2022 in Release Notes
Bug fixes When trying to open some reports, users were directed to the dashboard and saw a banner
-
Last Updated: 02/04/2021 in Release Notes
, user list box, or drill down. ( Known Issue 2295847 ) Some general and custom field options were not … could not be configured when any of the following custom field types were enabled: website, radio, user
-
Last Updated: 04/14/2021 in Marketing Deliverability
A common question that Max Classic customers experience is "Why didn't a contact/user receive an email … What time zone was the email scheduled in and what time zone are your user preferences set to?
-
Last Updated: 11/26/2019 in Release Notes
The saved search will not be updated permanently until the user clicks the Save button.
-
Last Updated: 02/21/2020 in Release Notes
Bug Fixes Some users were unable to Grant Access to Keap Support.
-
Last Updated: 12/02/2022 in Release Notes
Bug fixes Some users were unable to refund some payments which were made via the Stripe merchant integration
-
Set up the notification message and choose the system user that will be fulfilling on this. … Click on the Done button to send the responsible user an email notification and create the letter job
-
Last Updated: 03/18/2022 in Release Notes
You are now able to add/remove user licenses or contact capacity when needed by the business.
-
Last Updated: 07/23/2020 in Release Notes
Bug fixes PayPal buttons were not appearing on order forms for users who had not updated to Keap’s
-
You can filter this report by date created, user who created the opportunity, sales rep that owns the … very basic report, but you can add detail to the results by grouping the created opportunities by user
-
If you want to create a new tag, click the Create a new Tag button (if your user permissions allow.