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Jeff Bantz

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JeffBantz on March 24, 2022
Nearly every other property has the <> link that allows visibility to the underlying internal value. That would be so helpful with Association Labels as well!
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JeffBantz on March 24, 2022
Problem: Currently adding an association label does not raise any kind of trigger for workflows or webhooks. We need to sync Deals, Contacts and our custom object Communities when the association label changes. Currently, I'm triggering on Number o read more
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Member | Diamond Partner
March 25, 2022
Hi @JeffBantz what you can do is make a custom property in contact and when updating the label also update that property value and then you can more
menguehan on May 31, 2021
Hi there, We recently implemented custom objects. As a next step, we would like to change the object access of these records. However, the object access setting is based on ownership. I cannot find a way to add record owners for custom objects read more
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December 15, 2021
Here's a problem we are having. We want to use Roles instead of Teams to control who has access to what. I love the idea of removing access to more
JeffBantz on December 10, 2021
We are implementing a CRM solution for two distinct teams that utilizes several Custom Objects. We need the ability to customize which cards are displayed on the right panel when looking at Deals and our Custom Objects. Ideally, this would be availa read more
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DBowers3 on June 16, 2017
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
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March 31, 2022
Completely agree with the feedback from CalebWarner. The fine text doesn't help, especially for a new feature.
JeffBantz on October 08, 2021
Hopefully, this is already in the works. Each of my associated Contacts (and Company) has a Flexible Association Label. That would be great information to be able to include in the Quote.
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