We would like to automatically associate companies with contacts based on the domain name in the contacts email address. BUT, we do not want to automatically create companies based on the domain name in the contacts email address. This crea 続きを読む
A Deal Property called "Next Activity Type" would be very helpful in reporting to see, at a glance, what the next scheduled activity for a deal is. Our management team wants to be able to see what is on the agenda for all deals in a report. 続きを読む
It would be nice if we could choose NONE OF, or ANY OF rather than just Equal to when setting the controlling property in conditional form logic. This would save a lot of time.
It would be nice to be able to select multiple controlling property values at once when creating conditional form logic. For example: IF Property A is equal to X, Y OR Z, THEN show properties B, C and D. As it stands right now, if you have m 続きを読む
The abillity to have multiple controlling properties when setting up conditional options in a object creation form. For example: If Property A is equal to (blank), AND Property B is equal to (blank), then show (blank) as options for Property C. 続きを読む
It would be nice if we could choose NONE OF, or ANY OF rather than just Equal to when setting the controlling property in conditional form logic. This would save a lot of time.
A Deal Property called "Next Activity Type" would be very helpful in reporting to see, at a glance, what the next scheduled activity for a deal is. Our management team wants to be able to see what is on the agenda for all deals in a report. 続きを読む