Yes, I agree this is an issue, espcially with the new payments option which is great. Milestone / installment payments isn't quite the same as a subs...read more
Simply adding an 'is not' boolean logic option would fix a lot of issues here and is my reason for replying here. I want to find all acccounts who's ...read more
Make certain fields required (call type, outcome, etc) when logging calls, meetings, etc. This helps with sales person compliance to drive better re...read more