Tim Chown
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Tim Chown commented, Thank you all for your help. I have just submitted the idea to that section so hopefully we get a few votes and it can be implemented. Thanks again. Tim.
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Tim Chown created a post, Project Timelines - Moving forward or Back and marking off a step
It would be nice that when a item on the project timeline was completed it remained highlighted to see what has been completed. Along with this it would be great to be able to move forward or back ...
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- 1 vote
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Tim Chown commented, Hi, thank you for the responses and I apologise as maybe I was not explaining myself correctly. When I say task we have the project timeline as tasks and not individual tasks as part of that sectio...
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Tim Chown created a post, Project Pipelines
Just wondering if its possible to tick off a future task on the project pipeline? Sometimes our pipeline does not quite run the exact same path everytime so it would be great to be able to tick off...
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- 1 vote
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Tim Chown commented, Yes I would also like this feature. Seems crazy that it cant happen when it can work from lead to opportunity to project and so on. We have a contact that becomes a opportunity and then becomes a p...
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Tim Chown commented, - Community
- Ideas & Suggestions
- Pulling across custom fields when converting opportunity to project & lead to contact/opportunity
How about letting the custom fields be mapped from the opportunity/project over to the contact? It seems crazy that it can map through the process but not when they have actually become a customer ...
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