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KLishman5
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Member since ‎Jun 11, 2021
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Kristen Lishman

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KLishman5 on July 12, 2023
"Completed" meetings not being counted on reports
Hi All, My team have noticed that not all of our meetings that we mark as "completed" will show up on our Reports. Seems really random and we've checked the report criteria several times. As long as there's a meeting type and the status is "comp read more
Reply Idea Community Dashboards & Reports
0 upvote
0 Reply
Solved
RichardG on April 30, 2019
Tickets Displaying Other Ticket emails
Hi there I was hoping someone could help me. We create multiple tickets for certain companies and individuals and being able to see all of these from the contact screen is very helpful. However, we do not want to see emails, notes and other detail read more
Reply Discussion Tickets
0 upvote
14 Replies
KLishman5
Participant
October 06, 2021
We are havng a similar issue over here, but it's not activity related to the same contact or company... We have a need to copy ourselves on tickets ...read more
RyanBarbour on April 27, 2017
Add ability to sort summary view in reports
When using a summary report, would be great to have some sorting options so you could sort by biggest/smallest value or sort by alphabetical order.
Reply Idea Marketing Reporting Sales Reporting
38 upvotes
17 Replies
KLishman5
Participant
August 24, 2021
I have the same problem here, except with our internal employee users on activity reports. It displays them in what appears to be no particular order...read more
Solved
charliepinker on May 06, 2020
View a contact's timezone and local time
I'd love to be able to easily see a contact's local time when viewing the contact record. If I'm about to call a contact, and if I spot their country code on their phone number is not my own, I have to first look up the country that uses that code, read more
Reply Discussion Contacts
18 upvotes
25 Replies
KLishman5
Participant
June 11, 2021
Yes, this is sorely needed at the contact (or deal level). Timezone they're associated with next to the phone number would be a dream!
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