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hel10z
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Member since ‎Aug 25, 2021
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Helio Rocha

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Activity

NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
94 upvotes
29 Replies
hel10z
Participant
September 21, 2023
This optional line item would be a great feature. There are times where we need to propose 2 solutions and the client could then choose the optio...read more
AmandaKendzior on March 25, 2019
Manually mark invoice as paid
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
Reply Idea Products & Quotes
97 upvotes
29 Replies
hel10z
Participant
February 14, 2023
Hi All, There are a few more cost effective systems out there which I have started to look into that has this simple feature. It is a button on ...read more
AmandaKendzior on March 25, 2019
Manually mark invoice as paid
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
Reply Idea Products & Quotes
97 upvotes
29 Replies
hel10z
Participant
February 14, 2023
Hi All, There are a few more cost effective systems out there which I have started to look into that has this simple feature. It is a button on ...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
58 upvotes
82 Replies
hel10z
Participant
February 20, 2022
Hi Olivia B, Thanks for that but when can we see a simple solution implemented. How many people do you need for this to be deployed/actioned? I hav...read more
mpike on June 07, 2018
Allow Super Admins to "Impersonate" other users (or log-in as them)
Haven't seen this setting - if it exists, feel free to jump in! As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily. For exam read more
Reply Idea Account Settings
115 upvotes
52 Replies
hel10z
Participant
August 25, 2021
I second this! As a Super Admin it would save time and be so beneficial on so many levels. Click impersonate would notify the user as security mea...read more
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