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LEdgell
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Member since ‎Jul 26, 2023
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Louis Edgell

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Activity

LEdgell
Participant
December 09, 2024
Reply to Conditional logic on Playbooks
We are also looking at this function, it would make the books much more organised being able to follow an if/then branching system instead of showing...read more
LEdgell
Participant
November 08, 2024
Reply to Create a report based on when property was changed
If we run this workflow can we backdate contacts so the new date property is completed with information that we already completed with the correct da...read more
Solved
LEdgell on November 07, 2024
Dependent Properties Remain on the Object Page
Hello Guys, We have been using conditional/dependent properties for some time now where we set a property such as Lead Status - Disqualified so the property 'Disqualified Reason' shows to be completed, the team completes it, saves the file then the read more
Reply Discussion Professional
1 upvote
1 Reply
LEdgell on October 24, 2024
Search/Filter Invoices by Contact Property
Hello Team, We are trying to filter our invoice searches by customer type (a customer contact property we have in Hubspot). However the filter in invoices only works for Invoice Information/Properties. We have discovered a work around but read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Solved
LEdgell on March 18, 2024
Blur/Block whole/part of a property
Hey Guys, I am looking for a resolution or to see if one exists. Is it posibble to block all or part of a property to certain team members. I am aware of the option to upgrade to Enterprise and block it completely for some users however a read more
Reply Discussion Professional
0 upvote
2 Replies
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