We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and read more

I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more

When using Task Queues the object record displayed, i.e. Contact, Company, Ticket, Deal, was the object that the task was created from. Now if a Company record is associated with the Task this will take precedence and the company record will be read more

Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!

Hi there, I am trying to build a report that would show how much time a clinitian has spent on completing a task (from the time it was assigned to time it was completed). Any help would be greaty appreciated! - J.B.

Hi there, I am trying to build a report that would show how much time a clinitian has spent on completing a task (from the time it was assigned to time it was completed). Any help would be greaty appreciated! - J.B.