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Susanne12
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Member since ‎Mar 6, 2023
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Susanne12 on May 11, 2023
sort linked objects
We link a user-defined object to contacts in the right sidebar. Having linked multiple instances of that object to one contact, it would be nice to have a sorting feature, e.g. by date, for these, so it is not necessary to open each single one of th read more
Reply Idea Contacts & Companies
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Solved
Susanne12 on March 24, 2023
pre-fill with snippets
Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more
Reply Discussion best practices CRM Meetings
0 upvote
2 Replies
Susanne12
Participant
March 24, 2023
Hi @karstenkoehler thanks for your reply, what a pity. I had already discovered the shortcut option when creating the snippets, this helps a litt...read more
Solved
Susanne12 on March 24, 2023
pre-fill with snippets
Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more
Reply Discussion best practices CRM Meetings
0 upvote
2 Replies
Susanne12
Participant
March 24, 2023
Hi @karstenkoehler thanks for your reply, what a pity. I had already discovered the shortcut option when creating the snippets, this helps a litt...read more
Susanne12 on March 17, 2023
template or clone of custom object
Hi, we link custom objects to contacts. A contact can have of be linked to multiple of these custom objects. Our users asked, if it was possible to have some kind of template or clone of this custom object with pre-filled data in certain fields so read more
Reply Discussion Contacts Custom Objects
0 upvote
4 Replies
Susanne12
Participant
March 24, 2023
Hi @sherrychen thank you for your reply, I do not think that this is the solution to our issue though. We are looking for some sort of template w...read more
Susanne12 on March 17, 2023
template or clone of custom object
Hi, we link custom objects to contacts. A contact can have of be linked to multiple of these custom objects. Our users asked, if it was possible to have some kind of template or clone of this custom object with pre-filled data in certain fields so read more
Reply Discussion Contacts Custom Objects
0 upvote
4 Replies
Susanne12
Participant
March 24, 2023
Hi @sherrychen thank you for your reply, I do not think that this is the solution to our issue though. We are looking for some sort of template w...read more
Solved
Susanne12 on March 06, 2023
restrict access to deals of a certain pipeline
Hi, I need to restrict access for users to deals that are in a certain pipeline. Those deals should only be visible to admin users plus a certain team plus several named users. Is that possible? I know I can restrict access to the pipeline itself, read more
Reply Discussion Deals
0 upvote
5 Replies
Susanne12
Participant
March 09, 2023
ich setze diesen Post auf "als Lösung akzeptiert" - wir arbeiten nun mit einem Mix aus Berechtigungen und über/untergeordneten Teams sowie Zugriffsei...read more
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