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TJWright
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Member since ‎Jul 21, 2021
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Todd Wright

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rjbudding on December 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment read more
Reply Discussion Enterprise
2 upvotes
7 Replies
TJWright
Participant
July 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...read more
Solved
rjbudding on December 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment read more
Reply Discussion Enterprise
2 upvotes
7 Replies
TJWright
Participant
July 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...read more
Solved
rjbudding on December 01, 2021
Segment or partition contacts per Business Unit
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment read more
Reply Discussion Enterprise
2 upvotes
7 Replies
TJWright
Participant
July 25, 2022
Working very well. We use both the hidden BU field in the form and overwriting the BU value in our Automated workflows just to make sure our new Con...read more
Charmaine on September 09, 2019
Add "Time" field type for custom property
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more
Reply Idea Account Settings Contacts & Companies Deals Sales Reporting Workflows
253 upvotes
93 Replies
TJWright
Participant
March 24, 2022
Thank you @Bob2245 for sharing your solution. Can you please clarify if your solution creates a datetime property for each contact, containing ...read more
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat read more
Reply Idea Deals
261 upvotes
92 Replies
TJWright
Participant
September 30, 2021
We would find colouring cards in our Deal pipeline very useful as well!
Charmaine on September 09, 2019
Add "Time" field type for custom property
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more
Reply Idea Account Settings Contacts & Companies Deals Sales Reporting Workflows
253 upvotes
93 Replies
TJWright
Participant
March 24, 2022
Thank you @Bob2245 for sharing your solution. Can you please clarify if your solution creates a datetime property for each contact, containing ...read more
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