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SKripp
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Member since ‎Feb 10, 2021
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  • Upvotes Given
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Shanna Kripp

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Activity

Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Member
July 05, 2022
+1 It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow....read more
Hal on June 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
280 upvotes
98 Replies
Participant
June 14, 2022
Hi, just wanted to check in on this in 2022. This is very important for us! We really need to track how long a lead spends in each stgae.
basil on January 22, 2020
It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or wor read more
74 upvotes
16 Replies
Key Advisor
June 08, 2022
We would also need this
mikee on April 19, 2019
The current behavior for calculated properties is to round to two (or more) decimal places. It would be helpful to instead allow results to be rounded to the nearest whole number (an integer) – instead of two decimal places. Even better would be to read more
154 upvotes
46 Replies
Top Contributor | Gold Partner
June 01, 2022
Thanks for the update @shajones - look forward to seeing this functionality introduced soon 🚀
krispag on April 13, 2020
I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System prope read more
Member
May 09, 2022
Thanks @MCallies that makes sense. I think that would work more for smaller organizations but if you have a lot of sales reps it would not be scal...read more
jthng on July 16, 2017
Should have the ability to reorder property group to be able to access the important information first.
116 upvotes
30 Replies
Member
June 21, 2022
yes, this is badly needed
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