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CTveter
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Chris Tveter

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CTveter on October 03, 2023
Reports and Dashboard Emails to include Custom Fields
It would be amazing if we could have fields, calculated fields, totals being able to be pulled into an email summary when sending out a weekly dashboard email. For example, I have a dashboard that covers the pipeline for 2023, this includes total read more
Reply Idea Dashboards & Reports
0 upvote
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Lauren2911 on January 21, 2022
Quote reporting functionality needed!
There is currently no option to create a list of deals and their corresponding quotes. There is also no option to export quotes via excel or csv so being able to track quote payments is very limited. Can we set something up that enables us to keep t read more
Reply Idea Products and Quotes
9 upvotes
3 Replies
CTveter
Member
May 24, 2022
Absurd that this isnt a thing
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