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MDuncan8
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Member since ‎Jun 15, 2021
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MDuncan8 on October 15, 2021
Editing record logs post Deal creation
Hi - I noticed that once a Deal is created, and the options have been selected as to whether to log communications "all time" or "last 30 days" - there is no way to go back and change that. This is a problem because a simple click of the wrong box c read more
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MDuncan8 on October 15, 2021
Easier way to associate new contact emails to deal records
Hi - I've noticed that when I add a contact association to a deal record, the emails to that newly associate person are not logged under the deal record. Instead, I have to manually go into the contact's record, click into the email I just sent, and read more
Reply Idea Contacts & Companies
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MDuncan8 on June 15, 2021
Deleting Selected Records
Hi - I'm trying to remove the majority of the records (company and associated contacts) from our DB while only leaving select records of current customers and active opportunities. For the records being removed, I need to export them to a sprea read more
Reply Discussion best practices CRM How-To
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