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song
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Member since ‎Jul 29, 2020
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song on July 21, 2021
Import by Company ID
when importing a list of companies you need to use an identifier - either company name or company domain sometimes a company record has several domains, so you risk overwriting the other domains when you import using this ID, so it doesn't work read more
Reply Idea Contacts & Companies Domains & URLs
2 upvotes
5 Replies
song on June 10, 2021
"Number of Open Deals" "Associated Contacts" not available in the new report builder
As you can see in the first image, this default property is available in the older builder, it is an extremely helpful property to use in reports But in the second image, the property isn't available in the new report builder Not just the tw read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
song
Member
June 10, 2021
Reply to Bring back the view all contacts option !!!
 
song on June 10, 2021
Bring back the view all contacts option !!!
Previously, on the company and deal records, there is a "view all" option under the associated contacts card, which will bring you to a pre filtered view of all the contacts on that company, and then you can pull in new column yadi yada now i ha read more
Reply Idea Contacts & Companies Deals
6 upvotes
2 Replies
song on May 26, 2021
Allow multiple charts every reports
Often times it is necessary to look at the same data set from different angles. At the moment i'd have to clone the same reports to build different charts. when i need to update the filters, i'd have to make multiple updates to all the clones. quite read more
Reply Idea Dashboards & Reports
5 upvotes
0 Reply
song on May 26, 2021
Let us pick which value to keep when merging records, and merge multiple records at once
As of right now, when merging records, the latest value overwrites the older value. However that is not always accurate! there might be some properties where the older value is true, some where the new value is true It is especially confusing wh read more
Reply Idea Contacts & Companies Deals Properties
18 upvotes
12 Replies
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