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roland_deshane
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Member since ‎Dec 10, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Activity

roland_deshane
Participant
August 30, 2024
Reply to Customize the Prospecting Workspace
For us the challenge is that when users click on any of the Task groupings from the Summary tab, the view that pops up is not customizable. The stand...read more
roland_deshane on April 04, 2024
More granular permissions for how users can share Dashboards
Currently, "Create and Share" are grouped together into one permission. I would like to enable my users to have the ability to create Dashboards for themselves (or their team) but I do not want them to have the ability to share a Dashboard globally read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
roland_deshane
Participant
March 07, 2024
Reply to Limit form submission to a certain number
To add on to this idea, you should be able to both set the limit on the total number of registrations as well as be able to set limits on dropdown fi...read more
roland_deshane
Participant
February 14, 2024
Reply to Nested IFS in Calculated Fields
+1, my formulas get unweildy because of this limitation. For example, if I want to sum all of the records that match a set of values for a given prop...read more
roland_deshane
Participant
February 13, 2024
Reply to Custom Goal Upgrades
You should be able to select which goal you want to use in the Forecasting Tool. Per others on theis thread, Deal Amount is not the key metric for ou...read more
roland_deshane on January 29, 2024
Deal Pipeline Waterfall Report improvements
The Deal Pipeline Water Sales Report could be one of the most powerful reports for assessing pipeline health week to week. However there are a few additional functionality imrovements that need to be made for it to realize its full value: You sho read more
Reply Idea Analytics Tools
8 upvotes
2 Replies
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