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Question

ActiveCampagin > New Deal Task > Assignee Error

J
Userlevel 1

We’ve been trying to create tasks for our members. However, some of our team members’ IDs don’t get recognised by the system.

We’ve tried loading it and it just isn’t loading up.

What seems to be the issue?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

GetUWired
Userlevel 7
Badge +12

@JayWalker 

it could be possible that the dropdown does not support pagination and is only returning the first page of the response no matter how many times you try to load more. You should still be able to use the custom tab and manually type in the id

J
Userlevel 1

@JayWalker 

it could be possible that the dropdown does not support pagination and is only returning the first page of the response no matter how many times you try to load more. You should still be able to use the custom tab and manually type in the id

That is another concern. We are pairing this with ActiveCampaign and with that platform, you can’t really see the ID of each user. Hence the difficulty in assigning the task for a specific person.

We have tried inserting the email too but it becomes an error then.

Is there anything else we can do? @GetUWired 

J
Userlevel 1

@JayWalker 

it could be possible that the dropdown does not support pagination and is only returning the first page of the response no matter how many times you try to load more. You should still be able to use the custom tab and manually type in the id

That is another concern. We are pairing this with ActiveCampaign and with that platform, you can’t really see the ID of each user. Hence the difficulty in assigning the task for a specific person.

We have tried inserting the email too but it becomes an error then.

Is there anything else we can do? @GetUWired 

Have tried finding the owner and using the custom to assign that task to the owner.
The result is having a blank assigner person to the task.

GetUWired
Userlevel 7
Badge +12

Can you share screenshots of how you have this set up?

 

Have tried finding the owner and using the custom to assign that task to the owner.
The result is having a blank assigner person to the task.

 

I am assuming you added a step to search for the deal owner? and then you’re passing the deal owner’s id into the create task action?

 

SamB
Rank
Userlevel 7
Badge +11

Hey @JayWalker,

Just checking in to see if you managed to get the correct users assigned to ActiveCampaign tasks in the end?

Or do you still need some help with this? Please let us know! :)

J
Userlevel 1

Hey @JayWalker,

Just checking in to see if you managed to get the correct users assigned to ActiveCampaign tasks in the end?

Or do you still need some help with this? Please let us know! :)

Hi SamB,

Thanks for checking in. Yes, it’s been resolved. Thanks for checking in.

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