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dvel
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Member since ‎Jan 29, 2021
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  • Upvotes Given
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  • Upvotes Received
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Dinesh Vel

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Activity

cathalhopper on January 27, 2021
Create and associate standard object from custom object record and vice versa
It would be great to have the ability to create and associate a custom object with a standard object in the creation screen. Right now custom objects and standard objects can be associated together when defining a custom object - and if both read more
Reply Idea Custom Objects
22 upvotes
6 Replies
dvel
Participant
August 06, 2021
This would be very helpful, just found out today this doesn't already exist.
dvel on July 30, 2021
Custom Properties that point to existing records in HubSpot
I'd like to create a "Company Admin"-esque field on a Custom Object where one of the relevant associated contacts could be marked as the admin and clicking their name would take you to their profile. I noticed there's something similar when creating read more
Reply Idea Properties
0 upvote
0 Reply
dvel on July 30, 2021
Create "Associated Contacts" property for Custom Objects
Currently using a Custom Object as a specific kind of container for contacts (similar to Companies). One of the things I need to know about these Custom Objects is if there's only 1 contact associated with it, or multiple. Companies have a property read more
Reply Idea Custom Objects Properties Workflows
0 upvote
0 Reply
dvel on June 23, 2021
Inserting/Deleting Rows to Workflow Email Table (Existed, and then removed?)
Hi, I'm not sure if this is a bug in a recent update, but there was a functionality I used very frequently that still existed as recently as 2 weeks ago at most. This was the ability to add/delete rows to an existing table in the "Send internal read more
Reply Idea Marketing Emails Workflows
0 upvote
0 Reply
Solved
dvel on February 04, 2021
Ability to create Negative Calculated Property Values (specifically for Time Between)
I'm trying to calculate the difference between a custom Today's Date property and a custom Renewal Date property. Using this calculation it should be pretty easy to assess whether a client is considered Active or Expired depending on whether "Today" read more
Reply Discussion CRM Enterprise Professional
10 upvotes
10 Replies
dvel
Participant
February 08, 2021
Thanks Mike! I didn't initially see the condition of "Date Property#1 is after Date Property #2", but that's actually exactly what I ended up doing. ...read more
Solved
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
Reply Discussion CRM
58 upvotes
82 Replies
dvel
Participant
February 05, 2021
@helenasolsona Do you have a similar workaround for the Contacts module? It doesn't seem like within Contacts that I can add a condition like " X h...read more
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