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TauriqS
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Member since ‎Feb 21, 2020
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Tauriq Samad

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TauriqS on July 17, 2025
Jump to Record for Custom Reports
When creating a single object table style report, key fields such as the deal and company name are links allowing you to jump to a particular deal/customer record in a new tab. This seems to only be available for single object reports, would lik read more
Reply Idea Sales Reporting
0 upvote
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TauriqS
Participant
July 17, 2025
Reply to Select Users to Require Two-factor Authentication (2FA)
Somewhat mitigated now that SSO is available and not restricted to the most expensive enterprise tier.
TauriqS
Participant
January 03, 2023
Reply to pre-set property default value
Agreed, this is another needed and missing piece of basic functionality.
TauriqS
Participant
July 28, 2020
Reply to Add contact as a property to be required when creating a deal
In this same area, would also would like to see the option to require a product (at least one). Ideally this could be set as required to enter a part...read more
TauriqS on July 02, 2020
Search Dashboard Reports
Hi, I'd like the ability to search a dashboard report, or search the entire dashboard. Currently we can set filters on individual reports or the entire dashboard, in addtion to this, I'd like search boxes on the reports and dashboard that would read more
Reply Idea Dashboards & Reports
4 upvotes
2 Replies
TauriqS
Participant
June 05, 2020
Reply to Import Products into folder
Also agree, there's quite a bit of improvement needed around product management, this is definetly a part of it.
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