Use the latest version (v1.3) of the Thnks Salesforce AppExchange app to capture all of your company’s Thnks activity from the Thnks web and mobile app (as well as Chrome and LinkedIn extensions) and associate Thnks data with Salesforce Leads, Contacts, Accounts and Opportunities.
Q. I can’t find my Thnks on a Contact record; how do I fix this?
Q. Why can’t my Users see Thnks records, but I can?
Q. Why are Tasks not being created?
Q. I’ve upgraded from 1.1 to 1.3, but I am not seeing the new fields on the Thnks object. What do I need to do?
Q. Thnks are being associated with Contacts, but none of our open pipeline is being associated.
A. For Thnks to be associated with Opportunities, a few things need to be happening:
Ensure that in the “Manage Thnks Settings” tab, underneath “Opportunity Settings”, “Opportunity Matching” is toggled on.
Check that the Contacts in question are being related to Opportunities via the Opportunity Contact Role object.
Ensure that at the time of the Thnks being sent, the Opportunity was in an open stage.
Q. I have a question or need support, who do I contact?
Q. I have a feature or functionality request, who do I contact?
Use the latest version (v1.3) of the Thnks Salesforce AppExchange app to capture all of your company’s Thnks activity from the Thnks web and mobile app (as well as Chrome and LinkedIn extensions) and associate Thnks data with Salesforce Leads, Contacts, Accounts and Opportunities.
Q. I can’t find my Thnks on a Contact record; how do I fix this?
Q. Why can’t my Users see Thnks records, but I can?
Q. Why are Tasks not being created?
Q. I’ve upgraded from 1.1 to 1.3, but I am not seeing the new fields on the Thnks object. What do I need to do?
Q. Thnks are being associated with Contacts, but none of our open pipeline is being associated.
A. For Thnks to be associated with Opportunities, a few things need to be happening:
Ensure that in the “Manage Thnks Settings” tab, underneath “Opportunity Settings”, “Opportunity Matching” is toggled on.
Check that the Contacts in question are being related to Opportunities via the Opportunity Contact Role object.
Ensure that at the time of the Thnks being sent, the Opportunity was in an open stage.
Q. I have a question or need support, who do I contact?
Q. I have a feature or functionality request, who do I contact?