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tms0003
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎May 12, 2017
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  • Replies
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tms0003
Contributor | Diamond Partner
June 30, 2017
Reply to Is it possible to add a default value on a contact or deal property ?
Hi vandhemer, Doing exactly what you want isn’t really possible, but here’s a potential workaround. The only issue is that this will only work...read more
tms0003
Contributor | Diamond Partner
June 21, 2017
Reply to How to Freeze the Top Row in Contacts
Hi RossKelly, Unfortunately, I don't know of any way to lock that header row in place. It's a great idea, though, and one that you should suggest...read more
tms0003
Contributor | Diamond Partner
June 15, 2017
Reply to Exclude specific contacts (e.g. employees) from registering data/usage?
Hi Robb, You're right that there's a way to do this -- and luckily it's pretty easy to do. In the Marketing side of the software, just go up t...read more
tms0003
Contributor | Diamond Partner
June 09, 2017
Reply to customize deal details in deal board
Unfortunately, I don't believe that what you’re looking to do can’t be done in Board view for deals. (You should go and post it in the Ideas section...read more
tms0003
Contributor | Diamond Partner
June 09, 2017
Reply to How to filter companies in this manner : "Before <LastContactDate> OR <LastContactDate> is unknown"
I’m assuming that you’re looking to sort by these parameters so that you can see which contacts are due to be contacted. Though you can’t stack filt...read more
tms0003
Contributor | Diamond Partner
May 24, 2017
Reply to How do you delete a contact cvs import?
Hi @lilmamalo , You can go about this in one of 2 ways: 1.) Go up to the Contacts tab and click "Lists." Click into the list that you want to d...read more
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