Member since ‎Dec 1, 2022
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Jelle van der Aart

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MSchütz on January 31, 2022
It would be very helpful to have comments that were made in inbox view (conversations) to be also visible and attached to this specific email or thread when viewing the email in the contact or company window. A small hover-over icon or collapsibl read more
3 Replies
April 13, 2023
With chatflows (as opposed to emails) these comments appear in the corresponding record, however, there is no option for emails. Very strange. more
JvanderAart on March 09, 2023
While it's possible to customise which properties are shown on a company association card, this is currently only possible for company association cards shown on a contact page, deal page or ticket page. It doesn't change the properties that are sh read more
2 Replies
CPatt on July 15, 2021
Because we run our territories geographically, it is helpful to have the "state" property under the "Company," "Contact," and "Deal" objects. I would prefer not to have to fill in the "state" for each one, but put it in under the company and have i read more
0 upvote
4 Replies
March 07, 2023
No, the sync is one-way only.
JvanderAart on February 16, 2023
Users are technically able to see/add any (pipeline) view that they have access to regardless of the pipeline that they are in. However, I have created pipeline views that everyone has access to, but that are only relevant to a specific pipel read more
1 upvote
1 Reply
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