Create way for users to items to a list of drop down options from in side the drop down item. This would allow users to add new categories of data to an entity instantaneously. Main uses would be in Account Equipment, Trade Inspections, and Refere...
Syndicated Lead APIs (Tractorhouse, Deere CLG, UCC, Machinery Pete, eCom) to Account records
Allow for integrations to collect "lead" data under account records. This is in addition to the current capability to create items like Leads, Sales Calls, Pipelines or Opportunities. Requirements: collect each lead as a record flag account with r...
Brian DeLong
about 2 months ago
in
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We would like to propose adding a new account type, so we would have 'user' and 'department'. The department accounts could have multiple users. it would work somewhat like branches of a tree. So Users A, B and C could be part of Department X. Whe...
Drop down menu for equipment types that can have additions made by staff
We would like to propose a new addition to Handles “Add New + - Account Equipment”
Ideally, we would like to see a drop down menu under both ‘category’ and ‘subcategory’ that will
allow users to select equipment types from a pre-defined list of ...
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