ebarton

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solutions
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Erin Barton

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ebarton

Participant

February 19, 2024

Reply to Compare 2 field values in a Workflow

Thanks, GSchlegel! Neither of those suggestions are really solutions though. I shouldn't have to set a T/F field and then use that in the workflow. I...read more

ebarton

Participant

September 22, 2022

Reply to New to the Content Marketing Study Group? Introduce yourself here ‌⬇️‌

Hi all, I'm Erin! I'm working as the internal CRM Systems Manager for a company that helps dealerships in the automotive industry with their marketin...read more

ebarton on March 30, 2022

Parent to Child Company Reporting

I need to be able to report on parent company and child company relationships. We use webhooks to populate certain information from child companies into a concatenated field on the parent company. It's not a perfect solution, however, because workfl read more

Reply Idea Dashboards & Reports

4 upvotes

0 Reply

ebarton

Participant

March 15, 2022

Reply to Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership

I would love for Super Admins to be able to modify all personal views and also see who owns them. Use case for my company is that we want to be able ...read more

ebarton

Participant

March 15, 2022

Reply to Enable views editing by other users or teams

We desperately need this functionality. Ownership of views by a team would be an excellent addition. I want to be able to say a group of people can u...read more

ebarton on October 22, 2021

Fix Inconsistent Report Filters

While building a report recently, we found that the date filters were not functioning the same way. We opened up a support ticket and found that the reason is due to how the data is stored. Devs are aware of the issue, but do not currently have a pl read more

Reply Idea Dashboards & Reports Properties Sales Reporting

16 upvotes

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