Essential Articles
Calls
- Understanding Call Disconnection Data in Your System
- Cannot Create Call Recordings API Key
- Viewing Colleague's Scheduled Tasks
- Different types of phone numbers in Playbook
- Troubleshooting Article - Cannot Download Call Recordings
- Good Number Marked As Bad Number by Playbooks
Emailing
- Overview of Track & Sync
- Overview of Merge Fields and Placeholders
- Overview of Email Enhancements
- Merge Fields Overview
- Cannot Send Emails in Playbooks with Error: "Playbooks Encountered an Error"
- Can a distribution list email be the sender of an email template?
Manager Application
- Change Manager Application Password
- Troubleshooting Article - Unable to Monitor Calls in Playbooks Manager
- Providing Manager App Access
- Provide a List of Agent Numbers
- Forbid Adding Controlling Picklist Field without the Dependent Field for Call Dispositions
- What URL should I use to send someone a link to the Manager portal?
Plays
- Playbooks Populates the Next Step Due Date Field in Salesforce with the Past Date
- Troubleshooting Article - Unable to Access or View Plays
- Can We Allow Users to Share Plays With Others When Creating a Play?
- Playbooks Fields Not Transferring to Record In Salesforce
- Skip Play Step
- Allow Enrolling Custom Objects into Plays
Prospect Records
- Playbooks Play Step Number On Rejected Leads Is Shown as 0 in Salesforce
- How to Bring Back Records Deleted from Playbooks and Assign to Same Reps?
- Troubleshooting Article - Records Are Not Displayed as Enrolled in Playbooks
- How to Sort Records Based on Close Date Field in Playbooks?
- Adding Duplicate Records
- Huge Number Of Leads Is Showing Up in Urgent Queue and Is Not Removed by Robot
Reporting
- Cannot Filter Salesforce Report by Scheduled Call Playbooks Play Status
- Reporting Data Is Missing for a Certain Period
- How to Add Playbooks Call Recording Field to Salesforce?
- Can We Add Caller ID Field to Reports in CRM?
- Report for SmartSend and Manual Emails Comparison
- Overview of Custom and Default Fields in Salesforce and Data Synchronization
System And Setup
- How to verify the Playbooks extension is updated
- Overview of SMS Messaging in Playbooks
- Is there a way to stay signed into Playbooks?
- Getting Updates About Playbooks Outages
- Unable to Download the Task Sync Log
- Can We Have a Separate Structure in Playbooks Admin Menu for Colleagues in Another Country?
Tasks
- Playbooks Tasks Prioritization
- Can Managers Limit Which Sort Options Are Available to Users?
- Push Notifications on Mobile
- Completed Tasks Appear Overdue
- Check Details of Future Tasks
- Playbook is stuck in the same lead
Account Management
- What Does "Create Record As" Means When Creating a Team?
- Error: "Your company's authentication service is currently down" When Trying to Log In With Salesforce
- Error: "This customer does not allow sign in by password" When Trying to Log in With Email
- Cannot Reset Password - No Fields Are Visible on the Password Reset Screen
- No Users Are Found When Trying to Add New Users to New Sandbox Environment
- Can We Automatically Move Users Between Teams in Playbooks When They Are Transferred to Another Team in Our CRM?
Calendar
- Overview of Self Service Calendaring
- Add to Calendar Feature is not Working
- Reminder Time is Different from the Meeting Time
- Appointment Scheduling Link Doesn't Work
- Can We Expand Availability to Book Meetings in Calendar to All 24 hours?
- Can I send an ad-hoc calendar invite?
Robots
- "Is At Most" Operator in Robot Not Working for Date Field
- The "Robots" tab is missing in Playbooks Manager tool
- OR Operator does not Work for Robots Owner ID Field
- Troubleshooting Article - Robot is not Enrolling/Unenrolling Correct Records
- Robots Overview
- Can the Robot ID be visible in Robots Edit or Creation Page?