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Arnika
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Mitglied seit ‎Apr 14, 2022
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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.
Antworten Idee Deals
0 Likes
0 Antwort
Arnika on Oktober 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 Beitrag ansehen
Antworten Idee Contacts & Companies
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0 Antwort
Arnika on Oktober 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
Antworten Diskussion Deals
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1 Antwort
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
Antworten Idee Account Settings
5 Likes
6 Antworten
Arnika
Mitwirkender/Mitwirkende
Oktober 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...Beitrag ansehen
traviskl on Juli 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 Beitrag ansehen
Antworten Idee Products and Quotes
114 Likes
31 Antworten
Arnika
Mitwirkender/Mitwirkende
Oktober 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.
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Arnika on Juli 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
Antworten Diskussion Enterprise
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17 Antworten
Arnika
Mitwirkender/Mitwirkende
Juli 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...Beitrag ansehen
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