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BMcGee
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Member since ‎Feb 23, 2022
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Bill McGee

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BMcGee on March 03, 2025
Default Setting for Activity Associations
We have observed that Associations have been appearing on Deals, Companies, and Contacts where they should not be. Upon investigation, we found that within the Settings, under the Activities Object, there is an Association tab that manages the assoc read more
Reply Idea Account Settings
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BMcGee
Contributor
February 07, 2025
Reply to Exporting User List with Seat Assigned
Thanks Mike.... and I have.
BMcGee on January 31, 2025
Clone Deal stage conditional properties
I propose the development of a feature that allows users to clone properties across all Deal stages when setting up a new pipeline. This enhancement would significantly streamline the process, reducing the time and effort required. For instance, in read more
Reply Idea Deals
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BMcGee on January 24, 2025
Exporting Seat Assignments from User List
I've tried to export our User list from Settings, and even though in a knowlege base article is says you can export the seat assigned to each user, when I export it, that information doesn't show. It will show the Team(s) and Permission Set assigne read more
Reply Idea Imports & Exports
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BMcGee
Contributor
January 16, 2025
Reply to Exporting User List with Seat Assigned
Thanks for the reply! I see what you're referring to, but if want to sort or filter by the seat, it's pretty hard to do so. In my opinion it should...read more
BMcGee on January 15, 2025
Exporting User List with Seat Assigned
I've tried to export our User list from Settings, and even though in a knowlege base article is says you can export the seat assigned to each user, when I export it, that information doesn't show. It will show the Team(s) and Permission Set assigne read more
Reply Discussion Enterprise
1 upvote
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