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samuelb
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Member since ‎Jul 18, 2017
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Samuel Brazier

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samuelb on October 26, 2021
Granular permissions for creating or editing properties
I would like a way to control creating / editing of individual properties. I know there is a permission currently, but it's all-or-nothing permission that isn't very secure. Possible solution; 1. Update the " Edit property settings" permission read more
Reply Idea CRM
1 upvote
2 Replies
samuelb on February 04, 2021
Prevent playbooks from loading last logged note
Currently, playbooks that log a note to a contact record will load the last note logged into the playbook fields. Not a useful feature - why would someone want to just log the same note over and over again? Current: Open contact record > Lo read more
Reply Idea Playbooks
2 upvotes
2 Replies
samuelb
Participant
February 28, 2020
Reply to Custom Fields to Products
@dnelson Any update on the beta version you mentioned 3 weeks ago? Please reply thanks.
samuelb
Participant
January 29, 2020
Reply to Custom Fields to Products
@dnelson Any update on this feature delivery timeline? Just a teaser would be good.
samuelb
Participant
February 21, 2019
Reply to Prevent Users from Deleting Contacts
I would like a specific permission "deleting records", applicable to Contacts, CRM, and Deals access etc. For example, assume a user has View/Co...read more
samuelb
Participant
October 15, 2018
Reply to Cross Object Reporting
1. Ability to report across more than two objects . Example: select "deals" and "contacts" and "acitivities" to create a chart table to show last we...read more
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