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LSluyter
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Member since ‎Jun 18, 2021
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Linus Sluyter

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LSluyter on October 27, 2023
Data token for internal E-mail messages
I just realized that somehow the former feature to include data tokens within the content of a internal E-mail message isn`t available any longer. We are using these internal messages to inform our colleagues about certain status updates. The tokens read more
Reply Discussion best practices Workflows
0 upvote
4 Replies
LSluyter
Participant
October 30, 2023
Hi Frank, thanks a lot for making me aware of this change. I hadn't realized that the menu had shifted from the "Insert" drop-down menu to the ne...read more
Solved
LSluyter on October 27, 2023
Data token for internal E-mail messages
I just realized that somehow the former feature to include data tokens within the content of a internal E-mail message isn`t available any longer. We are using these internal messages to inform our colleagues about certain status updates. The tokens read more
Reply Discussion best practices Workflows
0 upvote
4 Replies
LSluyter
Participant
October 30, 2023
Hi Frank, thanks a lot for making me aware of this change. I hadn't realized that the menu had shifted from the "Insert" drop-down menu to the ne...read more
Solved
LSluyter on October 27, 2023
Data token for internal E-mail messages
I just realized that somehow the former feature to include data tokens within the content of a internal E-mail message isn`t available any longer. We are using these internal messages to inform our colleagues about certain status updates. The tokens read more
Reply Discussion best practices Workflows
0 upvote
4 Replies
LSluyter
Participant
October 30, 2023
Hi Frank, thanks a lot for making me aware of this change. I hadn't realized that the menu had shifted from the "Insert" drop-down menu to the ne...read more
BHo on September 08, 2021
Add required stage properties for custom object pipelines
Similar to Deals, it would be great to have the option to set required stage properties for custom object pipelines.
Reply Idea Custom Objects
63 upvotes
26 Replies
LSluyter
Participant
July 10, 2023
Urgently needed. Please let us know if there is any update on this matter.
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
339 upvotes
62 Replies
LSluyter
Participant
January 12, 2022
This feature would be highly appreciated. In our use case we would like to exclusively document the E-Mail communication on deals level and not on th...read more
JKlebanow on January 11, 2021
Field Level Permissions: View Access
Because I can't adjust permissions for individual custom objects, I'd like to restrict view access to specific properties within the custom object. As an example, if I have a property, "Credit Card Number," I'd like that value to be either blac read more
Reply Idea Users & Teams & Permissions
15 upvotes
7 Replies
LSluyter
Participant
December 30, 2021
I completely agree. Field-level permission only makes sense if it also includes the option to limit view access to specific users, roles or teams.
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