It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report.
A report that will give me the number of deals that were read more