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MMcMillan
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Member since ‎Feb 22, 2021
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Matt McMillan

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MMcMillan on June 20, 2023
Reports/Dashboards: Add rolling date range by month options
Our management is trying to build reports that will be added to a dashboard that need to look at the previous 12 full months, so the 365 days back and manually setting date ranges are not viable options that will automatically display complete mont read more
Reply Idea Dashboards & Reports
1 upvote
0 Reply
MMcMillan on April 12, 2021
Associate Marketing Email to Company
There is not a way to see/assign Marketing Emails to the Company record, and should be. We try to associate every contact record/activity with a company to have a central place for all company sales and support activity, especially when dealing with read more
Reply Idea Activity Feed Contacts & Companies Marketing Emails Workflows
16 upvotes
1 Reply
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