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Etynmarx
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Oct 21, 2020
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Activity

SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
992 upvotes
298 Replies
Etynmarx
Member | Platinum Partner
February 06, 2023
Awesome news! Definitely interested in the beta
cursu on April 15, 2020
Admin - set default home screen for company users
How than a user can set their own home screen is great, homeever the majority of users have no idea this exists. We have hundreds of users, it would be ncie to be able to set a homescreen based on their role. If they want to change ti after, it shou read more
Reply Idea Account Settings
19 upvotes
6 Replies
Etynmarx
Member | Platinum Partner
April 11, 2022
I wish this existed for enterprise level accounts!
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
992 upvotes
298 Replies
Etynmarx
Member | Platinum Partner
February 06, 2023
Awesome news! Definitely interested in the beta
Etynmarx on January 04, 2022
Last login access and tracking for admins
We are running into an issue post CRM implementation with a large number of users (200+) and keeping track of their last login date. Right now, we have to manually go to the users & teams section and look at each persons last login date. O read more
Reply Idea Account Settings Users & Teams & Permissions
2 upvotes
1 Reply
JuliaMongeau on April 24, 2018
Remove add a product option when creating a deal
When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties yo read more
Reply Idea Deals
87 upvotes
34 Replies
Etynmarx
Member | Platinum Partner
May 12, 2021
Agreed! Wish this was able to be hidden
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