Overview If you are enrolling records with toll-free (TF) phone numbers you might notice that such records are getting auto-assigned Atlantic Standard Time (AST) time zone which is not correct in most...
Overview You may notice that the Playbooks Play Status is not updated in your CRM (e.g. shown as in-flight), while the record (e.g., contact or lead) is removed from Playbooks. Solution This issue may...
Overview The buttons to access Playbooks on several types of records are missing, stopping you from getting credits for the call in your organization by not letting you dial through Playbooks. Some ot...
Overview On the People, Accounts, and Opportunities sections within the Playbooks extension, you can select up to 250 records at a time to do an action. However, you want to be able to select all of t...
Overview You might be wondering is it possible to upload a list of records to add multiple people to Playbooks at once. Information You can mass import records from Salesforce or Dynamics directly fro...
Overview You might want to unenroll a number of people from a Play at once. Solution Within the People section, you can select as many records as needed, and then under Actions, you can remove them. O...
Overview You might be wondering if there is a way to filter People records by fields from Salesforce or using any other additional filters other than those present in Playbooks. Information No, the on...
Overview When attempting to add contacts it looks successful, however, when clicking the Done button, system advises that the contact was not enrolled in playbooks. The Add to Playbooks button remains...
Overview You might want to assign recently added records to a Play. This might happen if: You have skipped the assignment You would like to reassign records. Solution if you still have your report or ...
Overview You might want to add/edit contact details for Playbooks records including: Add contact phone number. Add other contact details. Solution Adding Unsynced Contact Details. If you'd like to a...