Hi. Is there a way to restrict access to documents, without removing the sales seat? apparently this is the only way to restrict permissions to documents. I want to able to be able restrict some documents for some users. Any idea or workaround?

Hi. I have a workflow that capitalizes first name and last name, but if the contact has more than one first name or last name, this is not formatted. Any idea on how to solve this?

Hi. Is it possible to set up a workflow that will trigger a notification internally if two properties does not have the same value? So if X is not equal to Y - send en internal email?

Hi. Is it possible to create a report that splits into different products, and sales reps, AND compare this to budget - per month? Something like this: Jan Feb March Product group X Actual 1200 500 1000 Budget 1000 1000 1 read more

Hi. Does anybody know if it is possible to copy a deal property from one deal to other deals, with the same associated company? How should I build the workflow? Is it best to copy the property to the company and then from company to other potential read more

Hi. Is there a way to find the date which is in the liddle of a licence period? I have start and end date, men need to find the date midway and schedule a task on this date. Any ideas on how to find this or a workaround?