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EDelGaudio
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Member since ‎Dec 6, 2022
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Espedito Del Gaudio

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JoeDavies on September 24, 2021
Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting
83 upvotes
30 Replies
EDelGaudio
Contributor
February 23, 2023
yes please, it is very urgent for more customers
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
958 upvotes
292 Replies
EDelGaudio
Contributor
February 06, 2023
Ok. good. Please update us
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
958 upvotes
292 Replies
EDelGaudio
Contributor
February 06, 2023
Ok. good. Please update us
EDelGaudio on January 27, 2023
Get Line Items Name in Custom Deal Property
We need to see the name of line items in the deals view. We have already created a custom deal property to receive the name, but now we would to know how to get with custom code the name of the line item for a deal with a workflow + custom code. read more
Reply Discussion Deals Workflows
0 upvote
2 Replies
EDelGaudio
Contributor
February 04, 2023
Considering the Operation Professional Plan, we was thinking with custom code to copy the name of line item and paste in a custom deal property. How ...read more
Solved
RikuE on April 09, 2020
How to make it obligatory to associate a deal with a company?
I would like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won. When it is just a lead, it does not need to be yet associated with any of the companies in our register. How to do that?
Reply Discussion Companies Contacts Deals
9 upvotes
10 Replies
EDelGaudio
Contributor
February 04, 2023
We hope you add this feature soon.
JoeDavies on September 24, 2021
Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting
83 upvotes
30 Replies
EDelGaudio
Contributor
February 23, 2023
yes please, it is very urgent for more customers
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