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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
0 upvote
0 Reply
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
0 upvote
0 Reply
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
AMacavei on August 02, 2022
2FA using emails
Hi, I would like to have the email (work email) as an option when setting up the 2FA. Regards, A. Macavei
Reply Idea Account Settings
5 upvotes
6 Replies
Arnika
Contributor
October 11, 2022
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
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
108 upvotes
30 Replies
Arnika
Contributor
October 11, 2022
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.
Solved
Arnika on July 20, 2022
Workflow to set a Task- trigger is contacts with no Activity set
Hi, I am trying to set up a workflow which sets tasks for any contacts/companies that do not have an Activity set. Is it possible to do this? Thanks
Reply Discussion Enterprise
0 upvote
17 Replies
Arnika
Contributor
July 21, 2022
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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