Discussions
Document Requests
I was wondering if there was any way to upload or download a document associated with a client record?
Add Collaborators to Person through API?
Is it possible to assign a collaborator by name to a person through the API?
Firewall Ports
Hi,
Is it possible to skip webhook triggering on API request?
For example when i make POST /deals. FUB returning deal with webhook also. I prefer not to receive dealsCreated webhook when i create deal by API call. Is it possible to handle it somehow?
Tags Applied Date Query
I want to know any means by which we can find out the date on which a particular tag is applied to a contact.
Stats
Hello,
Editing "address type" picklist
Is it possible to add another value to the address "type" picklist? Currently it shows home, mailing, investment, work and other. "property" is the appropriate value for our needs, but we don't want to have to type it every time. Is that a setting somewhere?
Contacts import to follow up boss via api
is there a /contacts as well endpoint or how can i import contacts in follow up boss by using post request (api)
Clarify orderWeight in a deal
Can you please clarify orderWeight as it relates to deals?
Text Messaging POST
I see that since I have had a follow up boss account and have integrated with several other 3rd party application for the sole purpose of automating the outbound communications, especially SMS. All of the vendors posted their SMS responses as NOTES, not SMS's which skews our reporting when trying to find out what SMS campaigns are effective also difficult to pick up the conversation.