Member since ‎Sep 23, 2020
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Rachel Kaulius

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FlywheelKinetic on July 16, 2022
Love the ability to customize association cards but would really love to be able to have the option of customizing them by Team. Same goes for deal properties shown in the board view. I imagine this would function similar to the "Team properties sid read more
August 02, 2022
This would be SO beneficial to the way our company operates!
rachel79 on June 03, 2022
Would appreciate the ability to copy Association Labels via workflow from one object to another. For Example our Billing contact for the Deal is always the Billing contact for the Ticket however our team needs to manually fill this field in by read more
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thesmith on April 11, 2022
It appears not to be possible to create a custom association between a company and another company. Could I confirm this? Specifically I want to be able to model that a firm has invested in another. This may be possible to model by adding th read more
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April 19, 2022
Unfotunately not as the parent child relationship says a child can only have one parent. In my case a company can have multiple investors.
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