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RRiebman
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Member since ‎Dec 6, 2023
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RRiebman on April 11, 2025
Ability to Hide Items in Main Navigation
There are so many new objects in the Navigation sidebar. It is great to have access to these objects, but it can confuse our users, or cause extra steps to access the information we do need. It would be very helpful if the Super User had the ability read more
Reply Idea Account Settings
0 upvote
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RRiebman on April 01, 2025
Sort Activity on a Record
Can you offer the ability to sort activity by oldest date or most recent date on the Activity section of any record?
Reply Idea Activity Feed
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RRiebman on March 26, 2025
Purge Record Attachments via Workflow
We would like to be able to purge record attachments via workflow. We upload a number of files to our deals. These files are no longer relevant to our teams after about 2 years. If we can purge them it is good for data security and also for lessenin read more
Reply Idea Workflows
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RRiebman
Participant
February 28, 2025
Reply to Date of Birth property
All "Date of Birth" properties should allow the user to submit either a manual date, or select with dropdowns for the month, date, and especially the...read more
RRiebman
Participant
February 28, 2025
Reply to Three fields for date inputs (dd-mm-YYYY)
All "Date of Birth" properties should allow the user to submit either a manual date, or select with dropdowns for the month, date, and especially the...read more
RRiebman
Participant
February 28, 2025
Reply to Allow for date picker field on form to display either a calendar or manual entry
All "Date of Birth" properties should allow the user to submit either a manual date, or select with dropdowns for the month, date, and especially the...read more
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