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azalaquett
Contributor | Gold Partner
Contributor | Gold Partner
Member since ‎Aug 28, 2019
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  • Replies
    8
  • Upvotes Given
    39
  • Upvotes Received
    96
  • Ideas
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azalaquett
Contributor | Gold Partner
October 18, 2022
Reply to Have a sequential deal number created each time a deal is created
We do have it in our subscription, but I'm not sure if it was a requirement. @MatthewBoyd do you have the answer to that?
azalaquett
Contributor | Gold Partner
October 18, 2022
Reply to Have a sequential deal number created each time a deal is created
Hey folks. Look up Hype and Dexter out of NZ. They've built a Microapp that can do just this. We are migrating from SFDC to HubSpot and I just implem...read more
azalaquett on October 14, 2022
Add Attachments Folders, Search & Sort Functionality In Right Hand Rail of All Record Types
Please expand the Attachments functionality in the Right Hand Rail for all Record types (Deals, Contacts, etc.) by adding the ability to organize attachments by folders (eg. Quote Revisions, Drawings, etc.), sort attachments (by properties like date read more
Reply Idea Contacts & Companies Deals
7 upvotes
0 Reply
azalaquett
Contributor | Gold Partner
October 14, 2022
Reply to Create folders within 'attachments' section to easier manage documentation.
Agreed, also please add the ability to sort the Attachments within the folders, so that you can see the most recently updated versions or most recent...read more
azalaquett
Contributor | Gold Partner
October 14, 2022
Reply to Opt Out Option for email attachments automatically be added to the Attachments section of the record
Hi everyone!This may mean this is "solved" Just wanted to make sure that you knew that there is the ability in settings to "turn off" the automated e...read more
azalaquett on September 19, 2022
Field Dependencies For All Customize 'Create New Record' Forms (Contacts, Deals, Companies, etc.)
In the "Customize the "Create Contact" form" "Customize the "Create Deal" form and "Customize the "Create Company" form, please enable field dependencies. (In the same way they are available on Web Forms today). There are many scenarios in which thi read more
Reply Idea Properties
21 upvotes
6 Replies
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