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Matt108
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Member since ‎Jun 1, 2018
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Matt108 on April 11, 2025
Active Tasks on Deal View
I want to show associated open tasks in my deal view - i.e. so we can easily see what needs to be done on each deal in the View. However, the "Deal --> Tasks" association seems to be the only way I can find to pull this into a column and it s read more
Reply Idea Deals Tasks
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Matt108
Participant
April 10, 2025
Reply to Tracking active tasks
Thanks Karsten. Have submitted the idea as you suggested. Your workaround is interesting but I want to be able to see my full list of deals with or w...read more
Matt108 on April 10, 2025
Tracking active tasks in deals list
Hi all, I want to show associated open tasks in my deal view - i.e. so we can easily see what needs to be done on each deal. However, the "Deal --> Tasks" association seems to be the only way I can find to pull this into a column and it shows read more
Reply Idea Deals Tasks
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Matt108 on April 10, 2025
Tracking active tasks
Hi all, I want to show associated open tasks in my deal view - i.e. so we can easily see what needs to be done on each deal. However, the "Deal --> Tasks" association seems to be the only way I can find to pull this into a column and it shows read more
Reply Discussion Deals Tasks
0 upvote
3 Replies
Matt108
Participant
February 03, 2022
Reply to Ability to merge companies that have parent/child records
Yes. This. Annoying as is.
Matt108
Participant
November 06, 2019
Reply to Primary Contact Company Property
Please implement asap. All workarounds require duplication of information which is anathema to good database discipline.
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