jpasik

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Jakub Pasik

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jpasik

Member | Platinum Partner

February 07, 2024

Reply to Conditional Property Permissioning

+1 The conditional property permissions should not limit to Deal object only but company and contact records too. There are sensitive informatio...read more

jpasik

Member | Platinum Partner

October 13, 2023

Reply to Company Lifecycle Funnel report

Hi @katelynstoll , glad you like my concept for the lifecycles stage reporting for companies! The link to the custom code in python that you add as ...read more

jpasik

Member | Platinum Partner

July 06, 2023

Reply to Company Lifecycle Funnel report

I have managed to create a workaround solution to get a company-level lifecycle stage funnel report. Watch the trick in this post on my LinkedIn ...read more

jpasik on October 20, 2022

Managing the visibility of property options

Objective Hide specific property options from users (in the portal, and not only in the forms) and still be able to report on these options or select them in the workflows Background we want to hide specific options to users from further u read more

Reply Idea Properties

91 upvotes

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