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dazcunaga
Member | Elite Partner
Member | Elite Partner
Member since ‎Jan 24, 2020
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David Azcunaga

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dazcunaga on August 01, 2023
Quickbooks Integration - Automatically Associate invoices to Companies
We want to have the automatic association that happens with contacts when the invoice is synced, to also happen from Invoice to Company. It is possible to do this manually, but we are looking for a way for this to happen automatically if possible. read more
Reply Idea Integrations
31 upvotes
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dazcunaga
Member | Elite Partner
May 21, 2021
Reply to Como configurar el búscador del objecto Contacto
Hola @NelsonS , La solución que he encontrado es, si bien no te deja buscarlo dentro del segmento de contactos, si puedes buscarlo en el buscador...read more
dazcunaga
Member | Elite Partner
February 01, 2021
Reply to Tracking Deals through Workflow
Hello Paul, I don't believe you can be that specific, but maybe a workflow that notifies you when the close date is updated and the notification ca...read more
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