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Brendanmcc
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Member since ‎Jan 7, 2020
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Brendan McCarthy

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Jeffrey_B on November 19, 2019
Add a "Nickname" property for contacts
Stuart or Stu? Richard or Rick? Jeffrey or Jeff? Susan or Sue? Often there is a difference between "first name" and "you can call me X". It would be handy to have that information close at hand when making phone calls.
Reply Idea Contacts & Companies
22 upvotes
7 Replies
Brendanmcc
Participant
August 31, 2021
that is a fairly basic requirement for me...
lyndee_lou on November 12, 2020
remove associated company property from deal creation
Is there a way to remove (or hide) the Associated Company from Deal Creation? Thx in advance for your help! ~L
Reply Discussion Deals
4 upvotes
4 Replies
Brendanmcc
Participant
July 15, 2021
This is ridiculous! Deals in proposal stage can have many prospect companies. To not be able to change/delte a customer drom a deal record is out ...read more
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