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HMasson
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Member since ‎May 13, 2022
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Heather Masson

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HMasson on May 18, 2022
Creating a percent of total report on a custom property
I'm needing to make a company level report on how many are showing a specific checkboxed item from a customized property. ie. Property: Multiple Checkbox Conversation Type: Choice options are call, email or letter. I need to see what percenta read more
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6 upvotes
2 Replies
Solved
HMasson on May 17, 2022
Report not pulling all data from same field/property
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
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0 upvote
2 Replies
HMasson
Member
May 18, 2022
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
Solved
HMasson on May 17, 2022
Report not pulling all data from same field/property
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
Reply Discussion
0 upvote
2 Replies
HMasson
Member
May 18, 2022
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
Solved
HMasson on May 13, 2022
How can I remove a domain from automated contact association?
I have a bunch of contacts that are using company emails but should not be associated as contacts to that company record. Is there a way to remove that domain from the contact>company association?
Reply Discussion
0 upvote
4 Replies
HMasson
Member
May 13, 2022
Thank you very much, this is perfect!
Solved
HMasson on May 13, 2022
How can I remove a domain from automated contact association?
I have a bunch of contacts that are using company emails but should not be associated as contacts to that company record. Is there a way to remove that domain from the contact>company association?
Reply Discussion
0 upvote
4 Replies
HMasson
Member
May 13, 2022
Thank you very much, this is perfect!
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