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LY
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Member since ‎Mar 18, 2020
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Lisa Young

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LY on December 29, 2023
Set Company Holidays as Non-Business Days
It would be cool if our organization could set our company holidays as non-business days and task rescheduling would skip over them like it does for weekends.
Reply Idea Tasks
0 upvote
0 Reply
LY on November 27, 2023
Meetings: Minimum Notice Time should control reschedules too
We have our Minimum Notice Time set at 2 hours so we can't miss a meeting being put on our calendar. However, if a guest has a scheduled meeting, once the meeting is already less than 2 hours away, they can still reschedule it for an earlier time. I read more
Reply Idea Meetings
0 upvote
1 Reply
LY
Contributor
November 27, 2023
Probably nevermind on this one... found out from coworkers they were changing these from the inside...
LY on November 27, 2023
Meetings: Minimum Notice Time should control reschedules too
We have our Minimum Notice Time set at 2 hours so we can't miss a meeting being put on our calendar. However, if a guest has a scheduled meeting, once the meeting is already less than 2 hours away, they can still reschedule it for an earlier time. I read more
Reply Idea Meetings
0 upvote
1 Reply
LY
Contributor
November 27, 2023
Probably nevermind on this one... found out from coworkers they were changing these from the inside...
LY on November 03, 2023
Display negative currency with parentheses
In a number field formatted for currency, you can enter negative numbers. We do this for some custom number fields when a business partner has "negative commission" i.e. they pay us for something we would pay them for under typical circumstances. read more
Reply Idea Properties
0 upvote
0 Reply
JonathanCowling on May 07, 2021
Adding Margin (ACV) from Line Items to Deal View
Hi there, As the data already exists within 'Line Items', please can you make 'Margin (ACV)' an accessible field to view on the 'Deal' view. As per 'Annual Contract Value' and 'Total Contract Value'. Kind regards, Jonathan
Reply Idea Deals
17 upvotes
10 Replies
LY
Contributor
October 23, 2023
Agreed! I would like to have the totals that are shown at the top of the line item editing area available in the custom report builder. I would espec...read more
LY on October 12, 2023
Mass Editing for Line Items
All our clients have unique ID numbers, and my line items have a custom property where I enter this ID number plus a unique suffix for each item, so all my individual line items have a unique identifier. Any ideas out there for a way I could mak read more
Reply Discussion Deals Developer tools Professional
0 upvote
1 Reply
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