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DPG
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Membre depuis ‎mai 14, 2019
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DPG le Octobre 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. Lire la suite
Répondre Discussion Deals
0 Mention J'aime
1 Réponse
C-Note le Décembre 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 Lire la suite
Répondre Idée Contacts & Companies
287 Mentions J'aime
130 Réponses
DPG
Participant
Juillet 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...Lire la suite
C-Note le Décembre 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 Lire la suite
Répondre Idée Contacts & Companies
287 Mentions J'aime
130 Réponses
DPG
Participant
Juillet 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...Lire la suite
Résolues
DPG le Juillet 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 ( Lire la suite
Répondre Discussion Companies
0 Mention J'aime
4 Réponses
Résolues
DPG le Juin 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 Lire la suite
Répondre Discussion Companies
0 Mention J'aime
8 Réponses
DPG
Participant
Juin 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 ...Lire la suite
Résolues
DPG le Juin 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 Lire la suite
Répondre Discussion Companies
0 Mention J'aime
8 Réponses
DPG
Participant
Juin 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 ...Lire la suite
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