Brian_LWA - profile

Brian_LWA · Mar 08, 2023

when you add a new linked record in interface designer, you have the option to toggle certain fields that you want to show up in a form if you don't want to actually open the record (helpful when you are adding multiple linked records like the produc...

Brian_LWA · Mar 01, 2023

What is the proposed idea/solution?Have a privacy field that requires certain permissions or password protected for information stored such as social security numbers. Who is the target audience?- services industry where private information from the ...

Brian_LWA · Mar 01, 2023

It would be nice to be able to control the size of long text fields in interface designer. When I'm typing long notes such as "rapport" notes or "project overview notes" in interface designer, it automatically resizes the box according to the length ...

Brian_LWA · Nov 23, 2022

Every day I update all of my clients on the items I need from them so I can keep their projects on track. Having separate records for every single subtask is overkill so a single record is the parent record and I use the rich text check boxes “”/“” t...

Brian_LWA · Nov 11, 2022

When I used to use salesforce, I was able to manage a lot of data with charts/graphs. I could click sections of a graph (a piece of a pie/donut chart bar graph, dot on a scatterplot, etc) and it would show the underlying data tables that was being su...

Brian_LWA · Mar 02, 2023

Haven't read all the comments but would like to have underlining capabilities as well.

Brian_LWA · Jan 19, 2023

completely agree with this. This functionality is key for having employees complete work and maintain data integrity in each field. The screenshots provided are solid.

Brian_LWA · Dec 19, 2022

Perfect! This is exactly what I needed. Thank you Adam!

Brian_LWA · Nov 10, 2022

Very helpful @Jeremy_Oglesby. I’ll definitely add this in for now as a temporary solution but I think the checklist feature that Trello and SmartSuite have is a MUST as that’s such a highly used feature for productivity. Thank you for writing all thi...

Brian_LWA · Jul 27, 2021

I just want to reiterate the need for compact kanban cards. I’ve been managing my entire sales pipeline via Trello tracking where clients are in the pipeline and moving them through the sales funnel. This is something that a lot of CRMs are missing a...

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User Activity

Resize fields when you add a record in Interface Designer

Privacy Field

Feature Request - Add scroll button on Long Text Field in Interface Designer

Extract/filter unchecked items from a rich text field

Product Suggestion: view records in graph

Re: Text and table formatting

Re: Column "Description" tooltip availability inside Interfaces

Re: Extract/filter unchecked items from a rich text field

Re: Feature Request: Checklist Field Type

Re: Kanban Cards Need To Be More Compact