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WvanderGarde
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Member since ‎Aug 25, 2023
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Wouter van der Garde

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CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
372 upvotes
67 Replies
WvanderGarde
Contributor
September 30, 2024
@Brandsensations that is amazing news! Just a question, should the Status not be updated from Idea Submitted to in beta?
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
883 upvotes
434 Replies
WvanderGarde
Contributor
September 30, 2024
We cannot work with these templates, especially since we need some degree of adjustability for each project to describe set project and to adjust for...read more
Solved
ChristelleH on January 05, 2023
Opening a Task redirects to a Deal
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
Reply Discussion Deals Tasks
3 upvotes
11 Replies
WvanderGarde
Contributor
September 23, 2024
Hi @JVermunt as my first comment states, I am aware of not including contacts or companies to a task. To me this is not really an acceptable workar...read more
Solved
ChristelleH on January 05, 2023
Opening a Task redirects to a Deal
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
Reply Discussion Deals Tasks
3 upvotes
11 Replies
WvanderGarde
Contributor
September 23, 2024
Hi @JVermunt as my first comment states, I am aware of not including contacts or companies to a task. To me this is not really an acceptable workar...read more
alishski on November 03, 2021
Tickets and Line Items!!
Please allow us to add products/line items to tickets!!! There's so many uses for tickets beyond just customer service. My company is using it as a mail-out/inventory management system, and if we could attach products, it would work like a pick-list read more
Reply Idea Tickets
15 upvotes
3 Replies
WvanderGarde
Contributor
August 15, 2024
Any updates on this?
pranavpandhi on May 10, 2024
product and line item features for tickets
Hey community, Need to Know if we can replicate the product and line item features for tickets as well, just like we use it for deals. even if there is any work around for the same. Thanks and regards Pranav Pandhi
Reply Discussion Custom Objects Developer
1 upvote
2 Replies
WvanderGarde
Contributor
August 15, 2024
So you say it is possible, but you only mention a work around? Would it be possible to add the same Line Item association as for a deal? Would be ...read more
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