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AdSimon
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Member since ‎May 3, 2021
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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
AdSimon
Participant
March 25, 2022
Thank you. This solved it for me on the contact level.
AleM on January 29, 2020
Restricting Quotes
Hey there, Upon setting up user permissions for our team, I realized we cannot restrict access to quotes. For an organization that uses external means of invoicing, this can come with a downfall. It would be useful to restrict access to using th read more
Reply Idea Products & Quotes
38 upvotes
17 Replies
AdSimon
Participant
June 02, 2021
Needed! Our sales reps shouldn't have the ability to adjust pricing but should be able to send quotes. Our pricing is set for each customer group.
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