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Hamo77
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Member since ‎Sep 2, 2020
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Hamo77 on November 18, 2020
Filter priority by parent company
It is currently not possible to prioritise filtering on parent company records which is very frustrating. For instance we have many child records that are classed as prospects but the parent record overall is a customer which means if i try to filte read more
Reply Idea Contacts & Companies
6 upvotes
2 Replies
Hamo77
Member
November 10, 2020
Reply to Export Parent Company Name
I concur with this! It must be a very simply enhancement to allow for the export of the parent organisation name next to the parent company ID. Pleas...read more
Hamo77
Member
September 02, 2020
Reply to Remove QUOTE expiration or leave it optional
Yes please. This has to change. Quotes go out to clients with an expiry date to help us bring in deals faster. This does not mean we want to quote to...read more
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