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CarmelStelzner
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Member since ‎Jan 28, 2021
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Carmel Stelzner

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cweimert on October 02, 2020
Create Folders in Reports Library
It would be great to have the capability of creating folders in the Reports Library. Currently, you only can add a report to a dashboard or leave it in the library but when you create multiple reports, they can get buried. This would make it eas read more
Reply Idea Dashboards & Reports
72 upvotes
26 Replies
CarmelStelzner
Member
July 22, 2022
Agree, really badly needed.
CarmelStelzner on November 24, 2021
Enable changing of the 3 default search categories on Company page
Why can't this be a user setting as opposed to default where we are locked to Name/Domain/Phone number? We need Company Registration Number to be a search criteria, a key company criteria in all of our markets. Phone number makes sense at at Conta read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
CarmelStelzner on July 16, 2021
Send Recurring Dashboard emails on weekdays only
Hi. We want to be able to align with business opening days which for our company is 5 days per week. Currently, the only option is 7 days per week. Thanks.
Reply Idea Dashboards & Reports
10 upvotes
3 Replies
CarmelStelzner on June 02, 2021
Check Line items on Closed Won deals
Hi. We need a way to catch if the sales team have not selected Line Items in latter deal stages in the pipeline, particularly Closed Won/Sales. There doesn't seem to be any way to do this currently in a deal-based workflow - using 'associated line read more
Reply Idea Deals
7 upvotes
2 Replies
CarmelStelzner on April 09, 2021
Pro-rata calculations on Line Items
Hi. We have annual contract renewals and customers upgrade mid-year, with additional cost taking effect from the date of upgrade. In Line Items, we ideally need to be able to put in pro-rata number of days (let's day 93 days left to the main renewal read more
Reply Idea Deals
5 upvotes
2 Replies
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