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MCoughlan6
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Member since ‎Jan 24, 2023
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Mike Coughlan

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Solved
MCoughlan6 on March 06, 2023
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide read more
1 upvote
6 Replies
Participant
March 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...read more
Solved
MCoughlan6 on March 06, 2023
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide read more
1 upvote
6 Replies
Participant
March 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...read more
Solved
MCoughlan6 on March 06, 2023
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide read more
1 upvote
6 Replies
Participant
March 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...read more
Solved
MCoughlan6 on March 06, 2023
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide read more
1 upvote
6 Replies
Participant
March 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...read more
Solved
MCoughlan6 on February 27, 2023
Hi guys, I think this should be a simple question, but I'm not sure how to do it myself, so would appreciate some advice. We have a field within CONTACT called "NPS Contact" - a simple tes/No drop-down. I'm looking to create a list of ev read more
0 upvote
2 Replies
Participant
February 27, 2023
Thank you, that's worked, appreciate the quick help
Solved
MCoughlan6 on February 27, 2023
Hi guys, I think this should be a simple question, but I'm not sure how to do it myself, so would appreciate some advice. We have a field within CONTACT called "NPS Contact" - a simple tes/No drop-down. I'm looking to create a list of ev read more
0 upvote
2 Replies
Participant
February 27, 2023
Thank you, that's worked, appreciate the quick help
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