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SteveA1
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Member since ‎Nov 8, 2019
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  • Upvotes Given
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  • Upvotes Received
    15
  • Ideas
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SteveA1
Member
April 09, 2025
Reply to More Columns in Line Item Select View
Big miss not to see SKU when picking products.
SteveA1
Member
August 30, 2023
Reply to Need some kind of permissions to see Dashboard or hide from certain users
Agreed. Need this ability to determine who can view a dashboard. "Private" (to me) vs "public" at the very least.
SteveA1 on May 30, 2023
Add timestamp and click to source for attachments
It would be great in the sidebar Attachments widget if a timestamp of when the file was attached could be displayed and an option for opening the original note or email record where it was attached and ingested. Right now, they just exist in the et read more
Reply Idea Contacts & Companies Deals
3 upvotes
1 Reply
SteveA1
Member
December 19, 2022
Reply to Quote Templates (including line items)
Completely agree. A major miss for this feature causing a lot of wasted time to regenerate the same quote over and over.
SteveA1
Member
December 01, 2022
Reply to Removing "Edit Signature" option from email compositions after creating/ deleting an email signature
This is so frustrating that I can't remove the signature!! Big miss in my opinion. Please add this capability!!
SteveA1
Member
November 28, 2022
Reply to Ability to Clone a Product
Such a basic feature miss. Also the ability to "kit" multiple products into a bundle referencing the "master" product record.
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