Ideas and Feedback

Please share your stories to help us build a product that best fits your needs.
We love your feedback and look forward to hearing from you.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Opportunities Trigger

    I would like to create a trigger that would update a client's requested investment amount based on original ask and contributions made.

    For example x = total investment request, y = contribution total toward request, z = remaining to be filled.

    x-y=z

    I'm unable to do this as these fields are tracked in the opportunities table (pproduct). I can not see where we can add triggers to this table. Please make the table available to add triggers.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
  2. Be able to make numeric fields required

    When changing sales phase in opportunities, we would like to make some fee and revenue information required. Because they are numeric fields, they default with a zero, therefore appear to be populated. It would be helpful if the numeric field could default to null, or at least have the option.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
  • Don't see your idea?

Feedback and Knowledge Base