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hel10z
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NHuffman on Fevereiro 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 Leia mais
Responder Idéia Products and Quotes
94 avaliações positivas
29 Respostas
hel10z
Participante
Setembro 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...Leia mais
AmandaKendzior on Março 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 Leia mais
Responder Idéia Products & Quotes
97 avaliações positivas
29 Respostas
hel10z
Participante
Fevereiro 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 ...Leia mais
AmandaKendzior on Março 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 Leia mais
Responder Idéia Products & Quotes
97 avaliações positivas
29 Respostas
hel10z
Participante
Fevereiro 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 ...Leia mais
Solucionado
OliviaB on Novembro 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 Leia mais
Responder Discussão CRM
58 avaliações positivas
82 Respostas
hel10z
Participante
Fevereiro 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...Leia mais
mpike on Junho 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 Leia mais
Responder Idéia Account Settings
115 avaliações positivas
52 Respostas
hel10z
Participante
Agosto 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...Leia mais
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