
Rico Dente
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Rico Dente commented, - Community
- Troubleshooting & Tips: CRM
- Organization Branches - How to setup different branches under one head office
Katy, That is extremely sloppy, does insightly see this as an area to improve on? Every single B2B company would find this cumbersome.
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Rico Dente commented, - Community
- Troubleshooting & Tips: CRM
- Organization Branches - How to setup different branches under one head office
Hi Katy, It doesn't help...if that is the only way that means i would have to in advance created 30 dummy empty fields in case someone had to use them? And each group would require 4 or 5 fields f...
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Rico Dente commented, - Community
- Troubleshooting & Tips: CRM
- Organization Branches - How to setup different branches under one head office
Custom fields seemed to be the solution, but how do i do this for multiple branches? If i create a branch custom group field set, its great, assuming there is only 1 branch. How do i set this up so...
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Rico Dente created a post, Organization Branches - How to setup different branches under one head office
So I have organizations, and I have users. Either I setup individual branches, that are not linked together in any way, or I have all branches under one head office address. The problem with the la...
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Rico Dente commented, Thank you Lyla, and if they could add a field option to include "Linked Organization" it would be most helpful.
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Rico Dente commented, -
Rico Dente commented, Lyla, the note text is littered with "<p class="x_x_MsoPlainText">" and "</p>, my senior management would note see this format as acceptable. It looks like i'm reading source code, not a report. ...
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Rico Dente created a post, Note Report
Why does the report for notes have to include embedded HTML tags? This makes the report almost un-usuable as a review report for less savy readers. Any report should always allow for linked people...
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