Ryan_Jaccard - profile

Ryan_Jaccard · Mar 07, 2017

In our CRM, we have a COMPANY Table and a CONTACT Table (among others). Within each of these tables, we have a CLIENT view and SUPPLIER view. PROBLEM: EXPANDED RECORDS That said, when I expand a record in the Contact Table > Supplier View, I’m inunda...

Ryan_Jaccard · Nov 15, 2017

+1 ! This feature is long overdue for us. The ability to set access permissions per folder/subfolder would be a bonus! Another approach to creating these granular permissions would be to create a new overarching Company Account (a hierarchical parent...

Ryan_Jaccard · May 02, 2017

Yes, this is also on my list of requests! well said. +1

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Default Views for Expanded Records & Expanded Linked Records

Re: Ability to create folders and subfolders within a workspace

Re: Completely Hide Fields