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MBoyd0
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Member since ‎Aug 5, 2022
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Activity

Cory_Porteous on August 17, 2020
Modify or Re-Order the Preview Tab/Screen for Contacts/Deals/Companies
I would like to be able to reorder the fields and associations displayed when previewing a record. Ideally, we could edit which fields we want showing but even just being able to reorder the categories would be great. For example, we always want to read more
Reply Idea Account Settings Contacts & Companies
140 upvotes
29 Replies
MBoyd0
Participant
July 06, 2023
Please do this! We need to be able to sort contacts and deals, or to be able to pick which ones show up. Thanks!
MBoyd0 on March 02, 2023
Date Picker Pop Up Box
Hello! When I type a date into a date picker field and tab out of it into the next field, the date picker pop up box stays open. If I'm going from one date field to another, another pop up box opens up for each field. I don't like having to swit read more
Reply Idea Properties
1 upvote
0 Reply
Solved
MBoyd0 on August 31, 2022
Phone Number Formatting in Quote Templates
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
Reply Discussion Professional
0 upvote
5 Replies
MBoyd0
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
Solved
MBoyd0 on August 31, 2022
Phone Number Formatting in Quote Templates
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
Reply Discussion Professional
0 upvote
5 Replies
MBoyd0
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
Solved
MBoyd0 on August 31, 2022
Phone Number Formatting in Quote Templates
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
Reply Discussion Professional
0 upvote
5 Replies
MBoyd0
Participant
September 06, 2022
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
93 upvotes
29 Replies
MBoyd0
Participant
August 30, 2022
I love this idea! I was thinking of using the Comments section as a place to show optional items and was coming here to ask about being able to add l...read more
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