cquaid

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Use formula field {id}

in Scheduled Workflow Won't Attach Task to Project Record Using Create Record Function Comment by cquaid Sep 9, 2019 4:08PM
srosso I have over 15 years of experience in sales operations and have implemented several NetSuite & Salesforce CRM's during that time. NetSuite can be an effective CRM but their approach is a bit unique. I'd be happy to start a dialog, though I see your original post is a few months old. Let me know if you'd still like…

in What is the Best Practices for Sales CRM Comment by cquaid May 23, 2018 3:39PM
Hopefully release 2018.1 fixes this for you. I've worked with several companies over the years that have struggled with this. Multi-Subsidiary customers is a welcome and well overdue functionality.

in Intercompany CRM Activities Comment by cquaid May 23, 2018 3:57PM