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MMaurer
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Member since ‎Sep 10, 2021
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Melany Maurer

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Activity

KSchlarf on November 29, 2022
I love that we can customize Lifecycle Stages in the new Contact area, however there is a quirk in this roll out. Why are custom Lifecycle Stages given a number string and the standard options are using text? You should either make new ones generate read more
3 upvotes
2 Replies
Participant
June 30, 2023
Agreed! I'm working with a client who's creating a fully customized lifecycle to fit their business needs and I would love to be able to edit these i...read more
Solved
AAngelopoulos on December 07, 2022
Hello, I am trying to make a dashboard without success, thought I'd give this place a shot. My goal is to have a general view of our pipeline and compare it week over week. I am not interested in what came in the pipeline for this chart. Wh read more
0 upvote
8 Replies
Participant
June 02, 2023
Hi there, I'm trying to replicate some of this in a report but I'm not seeing Display Options in the Custom Report builder. Is there a more up-to-d...read more
Solved
MMaurer on May 17, 2023
I'm working with a client who uses 2-3 data sources on their custom dashboard reports (contacts, companies, deals) in order to pull in the fields/data they want. But the problem is, when they go to export, the report shows duplicate data. It doesn' read more
0 upvote
2 Replies
golfpromal on August 16, 2021
Please give us the opportunity to choose what properties are able to be shown in the Report Details pop-up generated when clicking on a chart in a Dashboard.
17 upvotes
5 Replies
Participant
May 03, 2023
Getting this request a lot on my end as well. This would be a great feature to have!
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