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micboc
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Member since ‎Jun 1, 2020
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Michael Bocian

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C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
micboc
Member
September 24, 2020
Wow, I could not believe this was not already included. I am adding my vote to get "or" functionality into the next feature set.
kevmckay on April 16, 2019
Edit Deal Entered Stage Dates
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d read more
Reply Idea Deals Sales Reporting
84 upvotes
29 Replies
micboc
Member
June 04, 2020
I agree with this request and I would like a way as an admin to update the Entered Stage Date. I have reports that use this field and sometimes there...read more
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