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VSmith2012
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Voni Smith

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VSmith2012
Member
October 04, 2023
Reply to Create associations between the same object (company to company, contact to contact, deal to deal)
Deal to deal association would be very helpful. We'd like to be able to track the follow-up work that results from the first phase of work or the dea...read more
VSmith2012
Member
August 21, 2023
Reply to Populate a property with the sum of a property on associated records
@Bob2245 Are you suggesting creating this property on the company record?
VSmith2012
Member
August 21, 2023
Reply to Populate a property with the sum of a property on associated records
We need to be able to sum the total of a custom deal field (revenue billed to date) on the company record to be able to calculate company margin on a...read more
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