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JGolden
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Member since ‎Aug 5, 2021
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James Golden

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Activity

spatrizi on May 26, 2020
Inline editing in list view
It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it. The preview pane is helpful, but I often have property read more
Reply Idea Contacts & Companies
76 upvotes
45 Replies
JGolden
Participant
September 06, 2022
Cannot undestate the value of this one enough. Major flaw that has me working through other tools when organizing/processing my work. So much lost ti...read more
izamaripa on July 24, 2020
Restoring Deleted Reports
Hello, I was wondering if we could have a feature to restore a "deleted report". I know this feature exists for deleted contacts, companies, and deals so I think this would be beneficial so I don't have to limit report permissions. Thanks! read more
Reply Idea Dashboards & Reports
55 upvotes
19 Replies
JGolden
Participant
July 13, 2022
Walked into this scenario just this morning. We have a portfolio level call many times a week that spans our entire organization; this morning ju...read more
Solved
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
47 upvotes
68 Replies
JGolden
Participant
May 11, 2022
I am still blown away by the lack of a basic, referenceable global property with Today's date. I've sank hours over days testing & troubleshootin...read more
SCreurer on April 23, 2021
Forecasting & goal setting from multiple pipelines
In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can ha read more
Reply Idea Sales Reporting
26 upvotes
13 Replies
JGolden
Participant
January 13, 2022
Exact same as atl_stangs - we take in revenue from multiple pipelines but don't split the goals. This needs an "Any/All pipelines" option.
mfoldager on April 07, 2020
Allow for certain stages to require company properties to be filled
When a company is moved to a certain deal stage, we want to require our users to fill out certain properties on a contact/company level. The only way we can do so now is to create a copy of the property on a deal level and then passing the data read more
Reply Idea Deals
17 upvotes
4 Replies
JGolden
Participant
December 16, 2021
This is an enormous add. In early stages, we need Buyer Roles identified before we move into Proposal Writing. We lose a lot of internal time wit...read more
yayo200686 on January 16, 2018
Custom date range control for date picker property on form
Currently, date picker field can pick any date (on the date of visitor visit to website, past date, and future date). It would be great if we can have an option to limit or customize the date range. My use case is when I create a landing page read more
Reply Idea Forms
79 upvotes
22 Replies
JGolden
Participant
December 10, 2021
Seeing this has been asked about several times for a few years now over a few threads... setting simple in-system date restrictions (cannot select a ...read more
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