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sdehoogh
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Member since ‎May 15, 2019
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Sander de Hoogh

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Activity

widewail_adam on December 07, 2020
Can I copy Line Items from one deal to another?
I have a workflow that is creating a new deal in another pipeline based on the state of an existing deal. I see options to copy most items over to the new deal except Line Items. Is it possible to copy Line Items from one deal to another?
Reply Discussion Deals Workflows
52 upvotes
16 Replies
sdehoogh
Participant
February 15, 2022
Hi @AlexBril - no I have not found it yet and it feels like whilst the functionality is there, many are still exploring how it works. If/when I get...read more
CSarzana on May 12, 2021
Change languange when creating a quote
Hi there, I create a custom quote template and now that I finished, I notice that I'm not able to choose and change the quote language... Am I missing something or is a feature not available right now? Thanks, Camilla
Reply Discussion Template Design
11 upvotes
10 Replies
sdehoogh
Participant
February 15, 2022
Hi Ethan, So far the custom quotes provide a nice improvement over the completely customised quotes and standard ones. The issue of not being abl...read more
widewail_adam on December 07, 2020
Can I copy Line Items from one deal to another?
I have a workflow that is creating a new deal in another pipeline based on the state of an existing deal. I see options to copy most items over to the new deal except Line Items. Is it possible to copy Line Items from one deal to another?
Reply Discussion Deals Workflows
52 upvotes
16 Replies
sdehoogh
Participant
February 15, 2022
Hi @AlexBril - no I have not found it yet and it feels like whilst the functionality is there, many are still exploring how it works. If/when I get...read more
MikeHuggins on September 20, 2017
Auto-detect 'away' feature for chat
The messages feature is tough to manage in a busy office. I'm the only key contact for online chat. And I have various other duties. I'm often 'popping up' from my computer and forgetting to turn off chat. This is causing constant frustration read more
Reply Idea Conversations
193 upvotes
72 Replies
sdehoogh
Participant
February 06, 2020
Totally need this.
Solved
sdehoogh on October 29, 2019
Blog RSS feed with multiple tags
Community, We have been trying to build a custom module that shows blog articles on a website page. based on their tag. The module must only show an article when it has both tags included, for example: an article is both a case study (tag 1) and read more
Reply Discussion Custom Modules
0 upvote
3 Replies
sdehoogh
Participant
October 30, 2019
Thanks Leland, this works indeed! Excellent solution, can recommend to others who want to achieve the same.
Solved
sdehoogh on October 29, 2019
Blog RSS feed with multiple tags
Community, We have been trying to build a custom module that shows blog articles on a website page. based on their tag. The module must only show an article when it has both tags included, for example: an article is both a case study (tag 1) and read more
Reply Discussion Custom Modules
0 upvote
3 Replies
sdehoogh
Participant
October 30, 2019
Thanks Leland, this works indeed! Excellent solution, can recommend to others who want to achieve the same.
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