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shannamaziarz
Member | Diamond Partner
Member since ‎Jun 16, 2017
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Shanna Maziarz

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shannamaziarz on March 24, 2022
While there is the ability to schedule recurring email reports, it would be great to be able to schedule recurring exports of reports.
Member
May 26, 2022
Trying to do that also! I want to be able to schedule an export of list reports on an attached csv.
shannamaziarz on February 09, 2022
Right now if a contact has more than one email, marketing emails are only sent to the primary email. If they have more than one, they should be able to receive emails on both.
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shannamaziarz on February 09, 2022
It would be helpful to be able to set up a report from a custom survey to give the average of the data points. For example, if you're using a scale of 1-10 on all of your answers, you should be able to pull the average of all the submissions.
1 upvote
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shannamaziarz on December 09, 2021
The original source data for a deal should be that of the deal - not of the associated contact or company. I want to be able to filter by who created the deal - a person or an integration or a system workflow. Having the original source data pull th read more
4 upvotes
1 Reply
Member
February 08, 2022
I agree with this - the source of the deal is more extremely important - we setup the accounts and users, but it is more likely in integrations that ...read more
allyg on May 20, 2019
When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently th read more
141 upvotes
44 Replies
Member
September 09, 2022
What has worked for me to add a value (to a property that has checkboxes) via import: Say you have a property, type: checkboxes. Those check...read more
shannamaziarz on October 02, 2020
If a lead is owned by a contact owner who is part of TWO teams, and other roles are set to "Team only" view, both teams should be able to see that lead.
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