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DPG
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Member since ‎May 14, 2019
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David Green

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DPG on October 28, 2022
"Line items" not showing in Deal Records
Reading Edit price and term details in the line items editor, which states, "Applies to all prducts and plans" "After you create products in the product library, you can associate instances of the products as line items with your deal records. read more
Reply Discussion Deals
0 upvote
1 Reply
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
DPG
Participant
July 23, 2020
Thanks for sharing TheCopilot ! 1) Can you share what HS plan you are on? (We are on the most basic, & reports are not an option.) 2...read more
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
DPG
Participant
July 23, 2020
Thanks for sharing TheCopilot ! 1) Can you share what HS plan you are on? (We are on the most basic, & reports are not an option.) 2...read more
Solved
DPG on July 06, 2019
How to arrange order of properties in "about this company" tool bar for other users
Hello, I've arragned the order of properties in "about this company" tool bar (vertical, left side: view all properties > click & drag to arrange) and want to make the order created the default for all other users in our organization ( read more
Reply Discussion Companies
0 upvote
4 Replies
Solved
DPG on June 19, 2019
How to associate an email with a Company that was not sent to any Company Contact/domain??
Viewing a particular Company profile, I'd like to be able to see/add (associate) emails between our team members that relate to the Company, but are not written to any Company Contacts. I've looked for a way to make this happen via including a C read more
Reply Discussion Companies
0 upvote
8 Replies
DPG
Participant
June 26, 2019
Hi Mike, Reflecting back on "We've coded some custom solutions for our clients including:" Do you provide that sort of a la carte service to ...read more
Solved
DPG on June 19, 2019
How to associate an email with a Company that was not sent to any Company Contact/domain??
Viewing a particular Company profile, I'd like to be able to see/add (associate) emails between our team members that relate to the Company, but are not written to any Company Contacts. I've looked for a way to make this happen via including a C read more
Reply Discussion Companies
0 upvote
8 Replies
DPG
Participant
June 26, 2019
Hi Mike, Reflecting back on "We've coded some custom solutions for our clients including:" Do you provide that sort of a la carte service to ...read more
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