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SWilsonA4u
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Member since ‎May 28, 2020
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Dylan on September 01, 2020
Custom object pipelines
Custom objects should have pipelines and a board view to represent the progress of a custom object through a set of stages
Reply Idea Custom Objects
62 upvotes
35 Replies
SWilsonA4u
Contributor
May 12, 2022 02:23
@ybaptiste Are piplines now enabled for custom objects? I have a plan to develop a custom object but dont want to brief our developers to build on...read more
Solved
SWilsonA4u on May 06, 2022
Copy Filed Value from a Ticket to An Associated Deal
Anyone know if this is possible in any way. Im guessing not as I cant see any way to do it in workflows and with it being a possible 1 to many relationship system would need to know specific Deal ID to copy to. Any thoughts on how this can read more
Reply Discussion Tickets
0 upvote
2 Replies
SWilsonA4u
Contributor
May 06, 2022 04:27
Perfect thanks, I couldnt have been looking properly, appreciate you flagging that for me. Nature of this process and ticket is that there will only ...read more
Solved
SWilsonA4u on May 06, 2022
Copy Filed Value from a Ticket to An Associated Deal
Anyone know if this is possible in any way. Im guessing not as I cant see any way to do it in workflows and with it being a possible 1 to many relationship system would need to know specific Deal ID to copy to. Any thoughts on how this can read more
Reply Discussion Tickets
0 upvote
2 Replies
SWilsonA4u
Contributor
May 06, 2022 04:27
Perfect thanks, I couldnt have been looking properly, appreciate you flagging that for me. Nature of this process and ticket is that there will only ...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
842 upvotes
426 Replies
aliciainsure
Member
April 28, 2022 06:19
Perfect, that great!
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1335 upvotes
442 Replies
RJaradi
Member
April 04, 2022 01:51
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
SWilsonA4u on June 24, 2021
Manually Enroll Deal into Ticket
Building a credit control function against live deals to commuincate with clients over missed payments. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gatew read more
Reply Discussion Deals Tickets
0 upvote
5 Replies
SWilsonA4u
Contributor
December 06, 2021 04:22
Hi @EEls How did you get on with this? I actually developed my idea a little further. The field on teh deal is now a sngle selection drop ...read more
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