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Member since ‎Feb 20, 2020
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Pete Cleary

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pcleary on April 01, 2021
It would be great to be able to use "last week", "last month" and "last year" type filters that we see in single object reports be available for use within cross object reports. It would make filtering by those broader date ranges a lot easer when t read more
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pcleary on March 24, 2021
It would be great to copy activity properties such as "Meeting Start time" to a contact record so that we could centre workflows around the activity date as opposed to the contact properties
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pcleary on March 23, 2021
When sharing documents with GDPR turned on, it requires the recipient to enter in their email address as an added security measure. It would be fantastic if we could customise that to require more fields of our choosing. EG. First Name Last Name read more
pcleary on December 17, 2020
It would be brilliant to be able to pull form analytics into the reporting dashboard, for example being able to save Overall Submissions and the breakdown of choices picked in a dropdown select option within the form itself.
2 Replies
pcleary on October 22, 2020
It would be great if funnel reports could be used for deals that move across multiple pipelines. Deals which switch from one pipeline to another are not captured in the first pipeline funnel report. For example: Deal 1 goes through Pipeline A an read more
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pcleary on October 20, 2020
It would be great to have a property calculation which would have 'time to close' without the time the ticket spent in 'waiting on customer'. The alternative would be to use the time spent in a single ticket status so that a calculation could be read more
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