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Arnika
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Member since ‎Apr 14, 2022
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Arnika Bhupal

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Arnika on November 04, 2022
Mandatory assign contact to deal and ticket
Make it mandatory that a contact has to be assigned to deals and tickets when they are created.
Reply Idea Deals
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Arnika on October 20, 2022
Cannot create contact or deals without first creating company
Is it possible to have a functionality that means a contact or cannot be created without a company being created? This will stop our sales people creating contacts and deals and leaving them unassigned. This then impacts our reporting and market read more
Reply Idea Contacts & Companies
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Arnika on October 19, 2022
Deal- Export line items, upload to Product Name Property
Hi, I require a developer to copy over what is in line items to Property Name on Deal. If you are able to do this please can you get in touch? I don't have the skills or time to learn how to do it myself! Thanks, Arnika
Reply Discussion Deals
0 upvote
1 Reply
Arnika
Contributor
October 11, 2022
Reply to 2FA using emails
I also support this! I agree with @CHeski We aren't allowed to use mobiles in the office and even if we did, its unfair to ask employees to conn...read more
Arnika
Contributor
October 11, 2022
Reply to Set Line Item property in Workflows
I would like this as well! I am unable to do many of the things i was able to do easily in Salesforce because this is not a feature.
Arnika
Contributor
July 21, 2022
Reply to Workflow to set a Task- trigger is contacts with no Activity set
Hiya, As in I have to manually select the tasks (Even if it is 100 at a time) and change the date. Is it possible to export the tasks, change the...read more
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