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JamesEdmondson
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Member since ‎Mar 18, 2021
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James Edmondson

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Activity

jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
338 upvotes
116 Replies
February 19, 2022
This is a major issue that is resolved by other CRMs with similar concepts (deals vs quotes, leads/jobs/opportunities vs estimates, etc.) We are ...read more
Clarara_T on June 06, 2019
The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, read more
59 upvotes
25 Replies
February 07, 2022
We have multiple needs for this type of dynamic date setting that require us to export data to external systems to get anything close to what we want...read more
ABrass on April 20, 2021
It is really needed for you to add rolling date ranges to Custom Builder and Cross Object dashboard creation. Otherwise, this is not acceptable as a sales/CRM tool to observe patterns and trends. Please add this feature, as soon as possible.
105 upvotes
36 Replies
June 01, 2021
I want to echo the need for custom reports to be able to have date ranges on filters that allow for "This Week", "Next Week", etc. relationships like...read more
H4ST3Y on August 19, 2020
This seems like a very basic feature that I'm surprised hasn't been incorporated already, unless I'm missing something. I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. read more
146 upvotes
37 Replies
May 10, 2021
Thanks, @GuyTaylor . I've noticed your HubTags features in other posts on the subject. Looks promising. It's also worth noting that the custom ...read more
H4ST3Y on August 19, 2020
This seems like a very basic feature that I'm surprised hasn't been incorporated already, unless I'm missing something. I am looking for a way to add an OR operator between filter properties, say: City = New York OR State = New Jersey. read more
146 upvotes
37 Replies
May 10, 2021
Thanks, @GuyTaylor . I've noticed your HubTags features in other posts on the subject. Looks promising. It's also worth noting that the custom ...read more
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