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JohnBergquist
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Member since ‎Oct 2, 2019
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John Bergquist

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JohnBergquist
Member
October 08, 2019
Reply to Workflow Step Notes
At a minimum, it'd be great to be able to name each workflow step. That way, anybody can follow the flow of what a workflow is doing. This would al...read more
JohnBergquist
Member
October 04, 2019
Reply to Automatic Phone Number Formatting
I've used other CRMs like ACT and Goldmine that allowed for this on any type of field, not just phone with a "Constrained Field" type. That field ty...read more
JohnBergquist
Member
October 02, 2019
Reply to Custom Fields to Products
Also, being able to have a product with a variable price would be great. i.e. to be able to enter the price when adding it to a deal or especially a ...read more
JohnBergquist
Member
October 02, 2019
Reply to Custom Fields to Products
I can't believe there's not already a "Taxable - Y/N" property for products. That would allow for the automatic calculation of tax on a quote that h...read more
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