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DBusch
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Member since ‎Mar 13, 2024
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Damien Busch

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arlogilbert on November 10, 2021
Association Label Requirements (and Association Requirements)
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
Reply Idea Deals
55 upvotes
26 Replies
DBusch
Contributor
October 02, 2024
Hi there, me again for a feedback on this feature ! So I'm in the company creation form. I would like to give the possibility for someone that creat...read more
arlogilbert on November 10, 2021
Association Label Requirements (and Association Requirements)
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
Reply Idea Deals
55 upvotes
26 Replies
DBusch
Contributor
October 02, 2024
Hi there, me again for a feedback on this feature ! So I'm in the company creation form. I would like to give the possibility for someone that creat...read more
Solved
katiebroyles on June 02, 2020
Meetings Link but Custom to Contact Owner
I'm trying to figure out if I can create a button on the email editor so that there is one to "schedule a call" but I'd like to be able to set it up in a way that it would create a meeting for the assigned contact owner. For example, let's say I read more
Reply Discussion Template Design
0 upvote
12 Replies
DBusch
Contributor
September 03, 2024
Is there any way to make it look good, like an hyperlink => <Book here | url meeting> It looks like we're only able to add the raw link with...read more
JLiss on August 19, 2021
Filter Associated Cards on a Record
We would like to be able to filter the associated cards on a record to prioritize the more relevant ones. For example, we are a SaaS provider, so we would like to be able to filter the associated subscriptions on a Company record to show the act read more
Reply Idea Contacts & Companies
21 upvotes
6 Replies
DBusch
Contributor
July 26, 2024
Agree, we have a use case for companies association card. I would like to have 2 different companies to companies associations cards depending on the...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1072 upvotes
345 Replies
DBusch
Contributor
June 27, 2024
Would be cool to copy association label at record creation. My use case : when the sales team close won a "group" deal with several companies associa...read more
Solved
katiebroyles on July 20, 2023
Make an association mandatory before a deal changes stages
Is there a way to make an association mandatory before a deal changes stages? For example, we have email automations upon the successful win/close of a deal, but that does not follow through unless a contact is associated, and as we are a lender, kn read more
Reply Discussion Deals
4 upvotes
5 Replies
DBusch
Contributor
June 27, 2024
Same request here, I would like to make it mandatory to have line items when a deal goes closed Won
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