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danjamescrosby
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Member since ‎Jun 3, 2020
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danjamescrosby on January 05, 2024
Change clickable title on Lead cards to be "Lead Name" instead of "Primary associated record name"
When creating a lead you can set a custom "Lead name" but this doesn't get shown on the lead cards on associated records, they instead show the "Primary associated record name" as the clickable link to the lead. This issue is highlighted for us read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
danjamescrosby
Participant
January 16, 2024
Looks like this has now been fixed
danjamescrosby on January 05, 2024
Change clickable title on Lead cards to be "Lead Name" instead of "Primary associated record name"
When creating a lead you can set a custom "Lead name" but this doesn't get shown on the lead cards on associated records, they instead show the "Primary associated record name" as the clickable link to the lead. This issue is highlighted for us read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
danjamescrosby
Participant
January 16, 2024
Looks like this has now been fixed
cpieri on May 18, 2021
ELEVATE 2021: Introduce Yourself!
Welcome to ELEVATE! We are so excited to work with each of you this June! Let's get started by introducing ourselves. Feel free to tell us whatever you'd like but here are a few ideas to get started: Your name Where you are located What yo read more
Reply Discussion Announcement
38 upvotes
270 Replies
danjamescrosby
Participant
June 01, 2021
Hi I'm Dan, I work for Event Store. We are based in the UK (I'm near Bath), but our team is now global with people in US, Netherlands, Norway, ...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
danjamescrosby
Participant
March 16, 2021
We would love the functionality to copy line items from another deal, for exactly the same reason as @abrow mentioned above: we create duplicates o...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
danjamescrosby
Participant
March 16, 2021
We would love the functionality to copy line items from another deal, for exactly the same reason as @abrow mentioned above: we create duplicates o...read more
danjamescrosby on August 26, 2020
Error with SORT filter on module items forloop
I am building a custom module that has a repeater group where each item in the group is a version of our software with relevant data about it (module fields structure below for reference). In the module HTML/HUBL I'm trying to sort the items in read more
Reply Discussion Custom Modules
0 upvote
3 Replies
danjamescrosby
Participant
August 27, 2020
I think I've identified the issue with this, I can't see why this would be expected behaviour so may be a bug. To recreate the issue, create a gl...read more
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