Settings and activity
113 results found
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139 votesKarin Haubold supported this idea ·
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22 votesKarin Haubold shared this idea ·
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21 votesKarin Haubold supported this idea ·
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16 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
Karin Haubold supported this idea · -
95 votesKarin Haubold supported this idea ·
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179 votesKarin Haubold supported this idea ·
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87 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Karin Haubold supported this idea · -
52 votesKarin Haubold supported this idea ·
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199 votesKarin Haubold supported this idea ·
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17 votesKarin Haubold supported this idea ·
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9 votesKarin Haubold supported this idea ·
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13 votesKarin Haubold supported this idea ·
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8 votes
Could you tell us more about how long this grace period would be for? We would need to make sure it does not pass the end of the current month if we were to implement.
How would you expect the re-onboarding process to look if we were to implement this?
Karin Haubold supported this idea · -
9 votesKarin Haubold supported this idea ·
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7 votesKarin Haubold supported this idea ·
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16 votesKarin Haubold supported this idea ·
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27 votesKarin Haubold supported this idea ·
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11 votesKarin Haubold supported this idea ·
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8 votesKarin Haubold supported this idea ·
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4 votesKarin Haubold supported this idea ·
Please create a standard Top Down Report - used ALL the time