David Eliasson

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Activity overview

Latest activity by David Eliasson

  • David Eliasson created a post,

    Can I lock users to specific quotes or event folders?

    1. Community
    2. System Settings

    I'm looking to let some freelance project managers into our system but I would like them to only have access to the specific project they're assigned to. Anyone know of a way to make this happen?

    • David Eliasson
    • 2 followers
    • 1 comment
    • 0 votes

  • David Eliasson commented,

    1. Community
    2. System Settings
    3. Custom Field Auto-generate a date

    Thanks for your response guys. I am however mostly looking for functionality within Flex to help my sales reps with their quote followup and so forth. I was hoping to find a field that functioned m...

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    • David Eliasson
    • 0 votes

  • David Eliasson created a post,

    Custom Field Auto-generate a date

    1. Community
    2. System Settings

    I have a custom field on my quotes that show a Quote valid date. Any one know a way I can have this field auto-generate a date based on the start date of the quote?

    • David Eliasson
    • Edited
    • 3 followers
    • 4 comments
    • 0 votes