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VEspo
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Member since ‎Mar 23, 2021
  • solutions
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  • Replies
    27
  • Upvotes Given
    69
  • Upvotes Received
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  • Ideas
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Vicki Esposito

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Activity

VEspo on March 07, 2024
It would be really helpful to have the ability to add properties to contact to company associations for things like tracking Committee and Board Members with the term dates and roles. This isn't something that can be tracked at the contact since th read more
VEspo on November 17, 2023
Would be very helpful to have Foreign ID added as a field type to Custom Objects that can link back to companies, contacts, deals... The Association Labels are too limited to use as an alternative. Or, allow the Foreign IDs in HubDB to tie read more
VEspo on November 15, 2023
I work for a membership organization. The membership sits at the organization level vs. with specific contacts. I'd like to figure our a way to track renewal dates (renews annually) and the membership types. We would use the Companies as the organi read more
0 upvote
6 Replies
Top Contributor
November 17, 2023
We have 12K pus companies and approx 220K active contact/memberships. Have tried using Company -> Contact associations, but unable to even track ...read more
VEspo on November 15, 2023
I work for a membership organization. The membership sits at the organization level vs. with specific contacts. I'd like to figure our a way to track renewal dates (renews annually) and the membership types. We would use the Companies as the organi read more
0 upvote
6 Replies
Top Contributor
November 17, 2023
We have 12K pus companies and approx 220K active contact/memberships. Have tried using Company -> Contact associations, but unable to even track ...read more
RMellor on October 31, 2023
It would be good if we can choose ourselves which properties to compare duplicates on. The current duplicate manager is great, but only identifies duplicates if they fit all the criteria. I want to identify and manage my duplicates based on a sin read more
8 upvotes
2 Replies
Top Contributor
November 15, 2023
Would LOVE this!
VEspo on November 15, 2023
I work for a membership organization. The membership sits at the organization level vs. with specific contacts. I'd like to figure our a way to track renewal dates (renews annually) and the membership types. We would use the Companies as the organi read more
0 upvote
6 Replies
Top Contributor
November 17, 2023
We have 12K pus companies and approx 220K active contact/memberships. Have tried using Company -> Contact associations, but unable to even track ...read more
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