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bthomps0617
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mpike en Junio 07, 2018
Allow Super Admins to "Impersonate" other users (or log-in as them)
Haven't seen this setting - if it exists, feel free to jump in! As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily. For exam Leer más
Responder Idea Account Settings
115 Me gusta
52 Respuestas
bthomps0617
Miembro
Marzo 26, 2020
Salesforce has been doing this forever. The System Admin has a permission that allows login as user. It can be turned off. Users have the ability to ...Leer más
Resuelta
bthomps0617 en Marzo 11, 2020
Descriptions for reports
When you create a report from a standard report in Report Libary, a description of the report is included that is visible by hovering over the "i" next to the name. This feature is not available when creating a custom report. Every report should hav Leer más
Responder Conversación Sales Dashboard
11 Me gusta
1 Respuestas
wilkins en Abril 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling Leer más
Responder Idea Contacts & Companies
78 Me gusta
32 Respuestas
bthomps0617
Miembro
Febrero 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
wilkins en Abril 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling Leer más
Responder Idea Contacts & Companies
78 Me gusta
32 Respuestas
bthomps0617
Miembro
Febrero 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
kymag1c22 en Noviembre 28, 2018
Recurring email for specific reports
It would be fantastic if we could setup a recurring email for a specific report. In my use case, we regularly export the sent marketing emails to csv and report on them. If this could be scheduled monthly to either send me an email or save to a Leer más
Responder Idea Marketing Reporting
157 Me gusta
59 Respuestas
bthomps0617
Miembro
Octubre 23, 2019
Scheduling reports should be a fundamental functionality of a CRM. The connection to a dashboard is totally unnecessary.
mpike en Junio 07, 2018
Allow Super Admins to "Impersonate" other users (or log-in as them)
Haven't seen this setting - if it exists, feel free to jump in! As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily. For exam Leer más
Responder Idea Account Settings
115 Me gusta
52 Respuestas
bthomps0617
Miembro
Marzo 26, 2020
Salesforce has been doing this forever. The System Admin has a permission that allows login as user. It can be turned off. Users have the ability to ...Leer más
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