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DeepakTalwar
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Deepak Talwar

Software Development (Full Stack, 15 Years)

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DeepakTalwar on April 06, 2021
There should be a Provision to skip Weekends from Reports
Right now if we create daily reports, it shows data in all dates of that month. However, there is no purpose to show just zeros on those dates on which office remian closed like week ends or Sundays only. So, there should be a provision to skip w Beitrag ansehen
Antworten Idee Sales Reporting
16 Likes
1 Antwort
Hal on Juni 25, 2019
Time in Deal Stage
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!!
Antworten Idee Deals
408 Likes
154 Antworten
DeepakTalwar
Mitglied
März 27, 2021
Eventhough We are able to handle this with some Tweek Right now we have 7 stages in a pipeline. For that we created 7 date properties and 6 Custom ...Beitrag ansehen
Hal on Juni 25, 2019
Time in Deal Stage
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!!
Antworten Idee Deals
408 Likes
154 Antworten
DeepakTalwar
Mitglied
März 27, 2021
Eventhough We are able to handle this with some Tweek Right now we have 7 stages in a pipeline. For that we created 7 date properties and 6 Custom ...Beitrag ansehen
MPC on März 22, 2021
I want change my company name from MPC to Micro PC Service
I want to change my company from MPC to Micro PC Service. Is it possible to change the company name?
Antworten Diskussion Company
0 Likes
1 Antwort
DeepakTalwar
Mitglied
März 23, 2021
Please try the following: - Click Settings (the gear box in top right) Click Accout Defaults on the Left Panel Under Company Information we...Beitrag ansehen
DeepakTalwar on März 16, 2021
We can Clone New Report from an Existing One, But there is no way to clone Properties Between Report
We can Clone a New Report from an Existing One, But there is no way to clone Properties between 2 Existing Reports. We stuck in a situation, where we alrady created more than 30 reports. now we wish to add 10 more properties in each Report. We Beitrag ansehen
Antworten Idee Dashboards & Reports
0 Likes
0 Antwort
DeepakTalwar on März 15, 2021
Right now we can't withdraw authority from a user to remove his deal.
Right now Admin can't withdraw authority from a user to remove his deal. User Should not be allow to Remove a Deal, without Admin Permission. Permission should work in all forms as deal listing page, deal page (Actions Drop Down)
Antworten Idee Deals
3 Likes
0 Antwort
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