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jdlaguyo
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Member since ‎Jul 14, 2019
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Jehoshaphat Laguyo

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C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
jdlaguyo
Participant
August 23, 2019
I hope that this would be prioritized soon. I really don't understand why the OR modifier was left out of initial production.
andyhampshire on August 22, 2017
Grant Users Access to Multiple Teams
We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for. This will allow our support staff to support multiple individuals in a way th read more
Reply Idea Account Settings Deals
528 upvotes
151 Replies
jdlaguyo
Participant
August 12, 2019
Hi, Any update as to when the beta will be starting? I'm very excited since this will aleviate certain pain points in our internal processes. ...read more
tpittman11 on September 06, 2017
Required fields when deals move between stages
This feature would be allowing the admin to require fields be filled out not only on deal creation (which is current functionality) but also when a deal moves from a certain stage to a certain stage. Example: My company charges both a subscript read more
Reply Idea Deals
85 upvotes
14 Replies
jdlaguyo
Participant
July 24, 2019
Hi, Is it possible to set a specific property value as a requirement for deal stage movement? We were able to set the deal stage requirement to hav...read more
Solved
SmartAcre on August 22, 2018
Set a date property as "x days after" day of step
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i read more
Reply Discussion
49 upvotes
27 Replies
jdlaguyo
Participant
July 24, 2019
Is this being developed for deal based automation as well? I would love to have the capability of automatically calculating projected dates from an...read more
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