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KMavraki
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Member since ‎Dec 15, 2021
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Kirk Mavraki

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KMavraki on January 18, 2023
Forms Editing Company Properties when same domain is submitted
We're having issues where Company Records are being overwritten when a Form is submitted by someone with the same domain name. This of course is not what we want, and it seems to be a peculiar logic for the platform to use. I believe, either it read more
Reply Idea Forms
0 upvote
0 Reply
Solved
KMavraki on December 01, 2022
Set Customer Property to first day of the Month / Quarter
Hi, I've been trying to generate a field that allows me to report on the number of unique companies we have contacted in a month or quarter. I know there are solutions that almost get there through reporting, but I report via API using another pla read more
Reply Discussion Professional
0 upvote
5 Replies
KMavraki
Participant
December 05, 2022
Actually, we dont have Ops Pro, so it wont work for me 😥 Its the right way to deal with it though.
Solved
KMavraki on December 01, 2022
Set Customer Property to first day of the Month / Quarter
Hi, I've been trying to generate a field that allows me to report on the number of unique companies we have contacted in a month or quarter. I know there are solutions that almost get there through reporting, but I report via API using another pla read more
Reply Discussion Professional
0 upvote
5 Replies
KMavraki
Participant
December 05, 2022
Actually, we dont have Ops Pro, so it wont work for me 😥 Its the right way to deal with it though.
Solved
KMavraki on December 01, 2022
Set Customer Property to first day of the Month / Quarter
Hi, I've been trying to generate a field that allows me to report on the number of unique companies we have contacted in a month or quarter. I know there are solutions that almost get there through reporting, but I report via API using another pla read more
Reply Discussion Professional
0 upvote
5 Replies
KMavraki
Participant
December 05, 2022
Actually, we dont have Ops Pro, so it wont work for me 😥 Its the right way to deal with it though.
Solved
KMavraki on March 04, 2022
Ability to assign a covering owner for Sick and Holiday Leave
To control the access to data I'd like to have my teams only have edit access for objects they own. At the minute this is too onerous as if a member of staff is off, no one else can manage their Deals/Contacts etc. As a result I have to give everyon read more
Reply Discussion CRM Deals Tasks
4 upvotes
3 Replies
KMavraki
Participant
March 04, 2022
Unfortunately, it's not a feasible solution for us, I then need to change them back which is only going to risk errors. It easier to just allow all u...read more
Solved
KMavraki on March 04, 2022
Ability to assign a covering owner for Sick and Holiday Leave
To control the access to data I'd like to have my teams only have edit access for objects they own. At the minute this is too onerous as if a member of staff is off, no one else can manage their Deals/Contacts etc. As a result I have to give everyon read more
Reply Discussion CRM Deals Tasks
4 upvotes
3 Replies
KMavraki
Participant
March 04, 2022
Unfortunately, it's not a feasible solution for us, I then need to change them back which is only going to risk errors. It easier to just allow all u...read more
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