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bthomps0617
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Membre depuis ‎sept. 10, 2019
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Bruce Thompson

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mpike le Juin 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 Lire la suite
Répondre Idée Account Settings
115 Mentions J'aime
52 Réponses
bthomps0617
Membre
Mars 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 ...Lire la suite
Résolues
bthomps0617 le Mars 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 Lire la suite
Répondre Discussion Sales Dashboard
11 Mentions J'aime
1 Réponse
wilkins le Avril 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 Lire la suite
Répondre Idée Contacts & Companies
78 Mentions J'aime
32 Réponses
bthomps0617
Membre
Février 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
wilkins le Avril 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 Lire la suite
Répondre Idée Contacts & Companies
78 Mentions J'aime
32 Réponses
bthomps0617
Membre
Février 14, 2020
Trying snippets for short-term solution. Adoption is now the hurdle to move it along.
kymag1c22 le Novembre 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 Lire la suite
Répondre Idée Marketing Reporting
157 Mentions J'aime
59 Réponses
bthomps0617
Membre
Octobre 23, 2019
Scheduling reports should be a fundamental functionality of a CRM. The connection to a dashboard is totally unnecessary.
mpike le Juin 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 Lire la suite
Répondre Idée Account Settings
115 Mentions J'aime
52 Réponses
bthomps0617
Membre
Mars 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 ...Lire la suite
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