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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
5 upvotes
2 Replies
Rachel_KL on July 02, 2020
Export Parent Company Name
I created a report showing a list of companies that have an associated parent company. The report shows exactly what I want. The issue is when I export that report data. Rather than getting the parent company name, I get the parent company ID. A read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports
49 upvotes
20 Replies
Hamo77
Member
November 10, 2020
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
kelliego11 on February 22, 2019
Remove QUOTE expiration or leave it optional
The newest update requires an expiration date for a quote. Please leave this as optional.
Reply Idea Deals
31 upvotes
13 Replies
Hamo77
Member
September 02, 2020
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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