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BenWholley
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Member since ‎Jan 18, 2021
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    1
  • Upvotes Given
    26
  • Upvotes Received
    10
  • Ideas
    3

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jpe2796 on August 16, 2022
View all records that you follow
There is no ability to l ist out all the records that you follow . Since you automatically follow contacts you own, you could filter by that to see the majority of what you follow, but there isn't currently a full list. It would be helpful t read more
Reply Idea Account Settings Properties User Notifications
50 upvotes
8 Replies
BenWholley
Participant
March 21, 2024
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
0 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
mdunham on November 10, 2020
"Locking" a Closed Deal
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer read more
Reply Idea Deals Sales Reporting
60 upvotes
21 Replies
BenWholley
Participant
December 16, 2022
We could really do with the ability to do this, it's causing issues with our historical reporting.
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
351 upvotes
111 Replies
BenWholley
Participant
August 08, 2022
This is great to hear, we'd love to be included in the trial too if possible.
samglenn on July 29, 2020
"Today" Option for Workflow Date Picker Fields
It would be incredibly helpful to see "is any of today" as an option when setting an enrollment trigger or if/then branch with a date property within a workflow. For example, we have date properties for tickets for when a product proof and final read more
Reply Idea Workflows
33 upvotes
11 Replies
BenWholley
Participant
April 06, 2022
Baffling this isn't a feature, we really need this.
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