Ideas

Showing 185 of 2849

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

Guest almost 4 years ago in Documents / Document Automation 0 Open for voting

1 VOTE

Add a initial /identifier field to user account information

In our company we have a number of individuals with duplicated names , e.g 4 John Smiths, when our users come to assign names owner names for processes etc they currently have no means to identifify whom is the correct individual to assign. We app...

Claire Turnbull about 2 years ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

1 VOTE

Assign Promaster per Location / Process Group

Provide Promaster permissions but limited to specific site/location, meaning a process group folder. For example, we have 4 locations (Turkey, Spain, China, US) and I would like that the promaster permissions are limited to the site folder (proces...

Cristina Moreno over 2 years ago in Nintex Process Manager (formerly Promapp) / User Management 0 Open for voting

2 VOTE

Reference field in User Profile

One of our analysts has requested a user reference field in the user profile. This would allow us to cross reference with another system using employee number.You could even have phone number and a way to download a nice contacts list.

Kristyn almost 5 years ago in Nintex Process Manager (formerly Promapp) / User Management 2 Open for voting

1 VOTE

Edit Email Body in Lightning Component

When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.

Guest over 2 years ago in Documents / Lightning Experience 0 Open for voting

1 VOTE

Option for filtering the list of Contacts

On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.

Mohammad Razzak over 2 years ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Systems View for Users in Process Manager

Add a view for general users to access Systems as a view only from the ribbon on the home page. Currently, I don't believe the general user can see the Systems in Process Manager nor the terms that are added to associate a system to a Task or Acti...

Jamie Nenahlo over 2 years ago in Nintex Process Manager (formerly Promapp) / Navigation, Search & Filtering / User Management 0 Open for voting

2 VOTE

I would like to have an upload file to upload all the terminated users instead of going through one by one, similar to the creation of users

I would like to have an upload file to upload all the terminated users instead of going through one by one, similar to the creation of users.

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / User Management 3 Open for voting

2 VOTE

Named stakeholders don't show in user management

Individuals can be named in a process as stakeholders and approvers. This is helpful but this isn't reflected in the user management screen. We've just discovered that someone who left the company (and had their Promapp account expired) is still ...

Damian Light almost 6 years ago in Nintex Process Manager (formerly Promapp) / User Management 1 Open for voting

1 VOTE

Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

Job Status Page is not accessible for DocGen Admins

Guest about 3 years ago in Documents 0

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