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CSteinkrauss
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Member since ‎May 14, 2021
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Courtney Steinkrauss

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CSteinkrauss on May 25, 2022
Right now, there is no way to pull a report or list showing all duplicate records within a segment of your database. Additionally, the ability to bulk merge records is missing. This would enable users to more easily manage their database without hav read more
CSteinkrauss on September 08, 2021
It would be helpful to be able to filter data in a custom report based on a specific timeframe, like a weekly or monthly view. For example, if I wanted to send sales reps a custom report/dashboard each week showing them the accounts they own that ha read more
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