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Username: KurtMilam
Joined: November 2011
Visits: 16
Last Active: February 2
Roles: Member, Member2

KurtMilam

How to sync with mailchimp for automatic integration
Hi Veronica,I certainly have :-)That's a significant part of what my company does - we build custom API integrations (e.g. BatchBook, MailChimp, FreshBooks, Twilio, Chargify, Formstack, Gravity Forms, etc., etc.).Feel free to drop me a line if y…

Comment by KurtMilam January 17 permalink
Imported As Custom Location / Customizing Field Labels
Corey,I don't work for or speak for BatchBook. I've used BatchBook for a couple of years. My company offers consulting services involving, among other things, helping other companies set up BatchBook. We also build custom integrations with …

Comment by KurtMilam January 13 permalink
Imported As Custom Location / Customizing Field Labels
Corey, I think you're going to get better service by emailing support directly. These forums are new, and they're called 'community forums' - I guess BatchBook intends them to be more of a place for community discussion rather tha…

Comment by KurtMilam January 13 permalink
How to sync with mailchimp for automatic integration
Lindsey,My company set up an API integration that takes care of removing MialChimp unsubscribes from the list that needs to be pushed over to MailChimp for a customer. Our customer's list was too large to manage manually, and MailChimp had flagg…

Comment by KurtMilam January 13 permalink
Integrate with Wufoo
@mikehapner: You can make this happen via the API - we've set up integrations between custom forms, Formstack forms and Gravity Forms for a number of customers.We create Contacts, Deals and To-Dos from the forms. Sky's the limit...Kurt Mi…

Comment by KurtMilam January 13 permalink
SuperTag Custom Fields Not For To-Dos Or Communications: Why Not?
I agree 100% with Corey here - this is one of my features requests from a year or so ago on the older boards. This would open up some amazing possibilities!Kurt

Comment by KurtMilam January 13 permalink
Batch 'To Do' Importing or Creation?
@NoCoHomeTeam: It is possible to batch-create To-Dos is via the API, but that requires some programming effort.Kurt MilamBatchBook Expert

Comment by KurtMilam January 13 permalink
Dups In CSV
You may want to fire off an email to support@batchblue.com with some of these questions. The support team is generally really quick to answer incoming emails.Kurt MilamBatchBook Expert

Comment by KurtMilam January 13 permalink
Is there a way to hide completed Deals from the Deals list or show only current Deals?
I believe the 'manage deal statuses' option is only available to admin and owner users - so if you're a basic or advanced user, you won't be able to see the option.We use a three-part 'trick' to simulate archiving Deals.…

Comment by KurtMilam January 13 permalink
Import More Locations?
Hi Corey,The standard BatchBook import tool is useful but limited. The only way to import more complex data, right now, is to do it via the API (which will require some programming effort).If you import via the API, you can pretty much import anythin…

Comment by KurtMilam January 13 permalink
Reports-Related Feature Requests
That sounds great! I'm itching to see v2.0 :-)An issue with saved searches is that they're not exposed to the API. Lists are (although it's undocumented).I hope that nesting search criteria will also be possible in v2.0. The lack of th…

Comment by KurtMilam November 2011 permalink
Reports-Related Feature Requests
The first AND last items could also be realized with drill-down functionality. In that case, I'd just define one report:Where Deal Status = 100 ORDeal Status = 110 ORDeal Status = 120If I could then drill-down on this report, I could quickly sw…

Comment by KurtMilam November 2011 permalink

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