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VEspo
Stratege/Strategin
Mitglied seit ‎Mär 23, 2021
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    2
  • Antworten
    27
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    69
  • Likes erhalten
    37
  • Ideenforum
    10

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Vicki Esposito

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VEspo on März 07, 2024
add properties to contact to company associations
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 Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
0 Antwort
VEspo on November 17, 2023
Lists and Reports
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 Beitrag ansehen
Antworten Idee Contacts & Companies Custom Objects Lists Properties
0 Likes
0 Antwort
VEspo on November 15, 2023
Memberships
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 Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
6 Antworten
VEspo
Stratege/Strategin
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 ...Beitrag ansehen
VEspo on November 15, 2023
Memberships
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 Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
6 Antworten
VEspo
Stratege/Strategin
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 ...Beitrag ansehen
RMellor on Oktober 31, 2023
Manage duplicates by choosing which property to do duplicate checks on
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 Beitrag ansehen
Antworten Idee Contacts & Companies
8 Likes
2 Antworten
VEspo
Stratege/Strategin
November 15, 2023
Would LOVE this!
VEspo on November 15, 2023
Memberships
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 Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
6 Antworten
VEspo
Stratege/Strategin
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 ...Beitrag ansehen
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