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LWest0
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Member since ‎Nov 2, 2023
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Lauren West

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Activity

jmt415 on May 19, 2022
It would be great to: 1.) Have an 'add/remove' association action in a workflow 2.) Be able to add or remove associations in a contact/company list view
94 upvotes
22 Replies
Contributor
February 22, 2024
100% need this!!!
LWest0 on February 15, 2024
Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I read more
0 upvote
3 Replies
Contributor
February 22, 2024
Hi Again! Just following up to see if you got my recent question on this. Thank you! LW
LWest0 on February 15, 2024
Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I read more
0 upvote
3 Replies
Contributor
February 22, 2024
Hi Again! Just following up to see if you got my recent question on this. Thank you! LW
VagaeNatus on September 02, 2018
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
369 upvotes
116 Replies
Contributor
February 20, 2024
This is very necessary and clearly there's a lot of desire for this. Please pick this up Hub!
LWest0 on February 15, 2024
Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I read more
0 upvote
3 Replies
Contributor
February 22, 2024
Hi Again! Just following up to see if you got my recent question on this. Thank you! LW
Solved
LWest0 on January 30, 2024
Hello, I'd like to create a new property on the Deal object that takes the Record ID and truncates it to 5 values. Is this possible? I've tried to do calc like LEFT(Record ID, -5), etc. but I haven't been able to land on anything. Any known soll read more
1 upvote
10 Replies
Contributor
February 01, 2024
Yes! Thank you so much Trevor & everyone else who helped out.
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