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Mitchell_
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Member since ‎Jul 6, 2020
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Mitchell Regenstreif

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Mitchell_ on July 06, 2020
Product Reports
It is currently impossible to generate a report for the Product Library. The only possible export is the complete export of the library (no filters can be applied and it is impossible to select specific columns). The current produt export requi read more
Reply Idea Products and Quotes
4 upvotes
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claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
208 upvotes
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Mitchell_
Member
July 06, 2020
Hello, Currently it is not possible to link a company and a product, therefore in order for me to accomplish the task, I would need to product 2 ...read more
Mitchell_ on July 06, 2020
Product linkage to deals
When you link a product from the product library to a deal, the item does not remain "linked". When saying this, I mean that if you change any facet of the product in the product library, it has absolutely no impact to the product within the deals t read more
Reply Idea Products and Quotes
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