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AWStevens
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Member since ‎Jun 17, 2024
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Alex Stevens

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jditmer0 on May 16, 2024
Copy Contact Properties to Specific Deals - Workflows
Whenever we are performing an action on an associated object, we should be able to set a filter criteria. Example: When you are copying contact property values to associated deals, you usually want to copy the values to specific deals, not all read more
Reply Idea Workflows
4 upvotes
2 Replies
AWStevens
Member
August 01, 2024
I remembered where in the product that I saw that other associated object filtering pattern I mentioned! And while I'm at it, figured I might as well...read more
jditmer0 on May 16, 2024
Copy Contact Properties to Specific Deals - Workflows
Whenever we are performing an action on an associated object, we should be able to set a filter criteria. Example: When you are copying contact property values to associated deals, you usually want to copy the values to specific deals, not all read more
Reply Idea Workflows
4 upvotes
2 Replies
AWStevens
Member
August 01, 2024
I remembered where in the product that I saw that other associated object filtering pattern I mentioned! And while I'm at it, figured I might as well...read more
MCatalano on April 29, 2022
Option to disable Create New on custom objects.
Would be nice to have a disable for the "Create new" tab on custom objects sidebar per area or even by the team.
Reply Idea Custom Objects
7 upvotes
2 Replies
AWStevens
Member
July 03, 2024
Agreed. We similarly use a custom object to represent instances/accounts of our SaaS product, and these objects are programmatically created/updated ...read more
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