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jdtingay
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Member since ‎Aug 17, 2020
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James Tingay

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jdtingay on January 03, 2025
Day of the Year counter
We have a need to calculate the projected sales for a company based on the current value of orders divided by a number that is the current day of the year. For example: Year Projection = (2025 Sales / ((Day Count / 365) * 2024 Sales)) I' read more
Reply Idea Contacts & Companies
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jdtingay
Contributor
December 14, 2022
Reply to Add a "has attachment" filter for deals and companies for easier reporting/viewing
It would be very useful - we have a need to know when a deal is created that does not have an attachment and this function would solve that issue.
jdtingay
Contributor
February 08, 2022
Reply to Allow creation of datetime field from Contact Property area (not just API).
This really is something that is essential.
jdtingay
Contributor
September 30, 2021
Reply to Count of Closed/Won sales deals
Conor, The two company properties are numeric and are company information properties.
jdtingay
Contributor
September 30, 2021
Reply to Count of Closed/Won sales deals
Nicole, The issue is that you can't use a deal workflow to trigger a company workflow. This is where I've got stuck. I can trigger a workflow w...read more
jdtingay
Contributor
September 21, 2021
Reply to Count of Closed/Won sales deals
Nicole, Thanks for the suggestion - however, I want to be able to trigger workflows based on these numbers so having companies in a list won't ge...read more
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