I utilize 3 Boards to track my leads, appointments and clients. A CRMBLE card is automatically created from a Google Sheet and comes into Board # 1 as a lead, if we book a sales call that card gets moved to Board # 2 (Selling), and if we book a project with that card it gets moved to Board #3 (Clients). *I have many steps/lists under each board so it's not really feasible to house ALL the list under one board.
I was really excited to see the custom options added for CRMBLE and started feeding all my lead data into CRMBLE starting in Board #1 as mentioned above. The issue I am having is that once I drag the card from Board #1 into Board #2, none of that CRMBLE data pulls across boards. Is there a reason for this? Is there a work around? I have CRMBLE enable on all 3 boards
I've tried several of the card mirroring features, thinking maybe I could house all the lead cards that convert to a sales/client cards under a list in Board #1 and just mirror them into Board #2 or Board #3 so I can retain the CRMBLE data and fields while also keeping my current workflow in place. But even with the mirroring/sync options I have tried the CRMBLE data/fields do not show up on the other boards.
Any suggestions or work arounds I'm missing to help me access CRMBLE leads across boards?
@Operations Team I would firstly suggest that you email Crmble support about this, but a useful workaround would be to create a Butler automation that, instead of moving the card, copies the card from one board to the other and links them together, archiving the original. That's typically what I do when I have cards with lots of custom fields on different boards moving from one to another because of the way custom fields copy between boards, things can become cluttered.
Hi @Operations Team ,
thanks for your support and for using Crmble! As @Iain Dooley said that would be a better solution since that feature ( Crmble multiboard) still being under development and will be released soon.
You can contact here firstname.lastname@example.org if you need any help or just leaving your feedback!
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