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BenWholley
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Member since ‎Jan 18, 2021
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  • Upvotes Given
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  • Upvotes Received
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BenWholley
Participant
March 21, 2024
Reply to View all records that you follow
This would be really useful
BenWholley on August 10, 2023
Reports with recurring emails - don't send if blank
We're trying to prevent our users from being bombarded with emails and it would be great when setting up recurring emails for reports if there was a tick box to say "don't send if blank" or "don't send if no data".
Reply Idea Dashboards & Reports
1 upvote
0 Reply
BenWholley on March 16, 2023
Updating Formatted Number properties to Currency properties in one step
As it currently stands, to update a formatted number property to a currency property that uses the record currency rather than the company currency is a two-step process. I have to first update to a currency and save, then go back in a tick the read more
Reply Idea Properties
1 upvote
0 Reply
BenWholley
Participant
December 16, 2022
Reply to "Locking" a Closed Deal
We could really do with the ability to do this, it's causing issues with our historical reporting.
BenWholley
Participant
August 08, 2022
Reply to Dashboard cannot use date filter when using cross-reporting across contacts and companies
This is great to hear, we'd love to be included in the trial too if possible.
BenWholley
Participant
April 06, 2022
Reply to "Today" Option for Workflow Date Picker Fields
Baffling this isn't a feature, we really need this.
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