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SarahBeck
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YiRui_Chua en Febrero 25, 2021
Flexibility to change line item currency in reports
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to Leer más
Responder Idea Dashboards & Reports
42 Me gusta
27 Respuestas
SarahBeck
Participante
Abril 13, 2023
Agreed - this is a critical piece of functionality to make product and line items usable for companies selling globally. Seems like a pretty big ove...Leer más
Thomas_Vanguard en Agosto 17, 2021
Customise Line Item/Product card in Deals
Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be Leer más
Responder Idea Products and Quotes
30 Me gusta
7 Respuestas
SarahBeck
Participante
Marzo 10, 2023
yes! I would like to be able to show ARR vs MRR
SarahBeck en Febrero 08, 2022
Change currency display on reports built using custom report builder, like you can on single object
The option to change the display currency on reports built using the Custom Dashboard Builder does not exist (confirmed by support) like it does when you build a Single Object report. This is definitely an oversight in the new build and hampers Leer más
Responder Idea Sales Reporting
19 Me gusta
5 Respuestas
lalexander en Noviembre 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Leer más
Responder Idea Deals Products & Quotes Workflows
652 Me gusta
180 Respuestas
SarahBeck
Participante
Marzo 04, 2021
If I could upvote this 100 times I would! Any updates on when this is coming would be great!
RafiPN en Agosto 24, 2017
Delete form submissions
Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.
Responder Idea Forms
1163 Me gusta
401 Respuestas
SarahBeck
Participante
Enero 30, 2021
This would help tremendously when looking at campaign performance, especially early on. It's very easy to forgot to manually ignore those test submis...Leer más
roop en Agosto 28, 2018
Workflows centered on date property
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
Responder Idea Workflows
75 Me gusta
23 Respuestas
SarahBeck
Participante
Julio 10, 2020
This is absolutely critical for us. I have implemented workaround on this in the past and it **bleep**. Any ideas on if this is going to be coming an...Leer más
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