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Sandra_E
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Member since ‎Nov 3, 2017
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Sandra Engel

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Sandra_E on June 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie read more
Reply Discussion Reports
1 upvote
7 Replies
Sandra_E
Participant
June 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...read more
Solved
Sandra_E on June 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie read more
Reply Discussion Reports
1 upvote
7 Replies
Sandra_E
Participant
June 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...read more
Solved
Sandra_E on June 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie read more
Reply Discussion Reports
1 upvote
7 Replies
Sandra_E
Participant
June 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...read more
Solved
Sandra_E on June 14, 2021
Build deal reports using "Assigned Companies"
I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companie read more
Reply Discussion Reports
1 upvote
7 Replies
Sandra_E
Participant
June 24, 2021
Hey Dan, again, thanks for your extensive help! Yes, this filter works for the reports themselves. However the whole dashboard includes about 10 re...read more
MG on May 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
Reply Idea Account Settings
296 upvotes
105 Replies
Sandra_E
Participant
May 31, 2019
I also agree - we currently have the problem that all users can edit notes. Some of them contain important data and should only be edited by the pers...read more
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