LPlumb

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Lindsay Plumb

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LPlumb

Member

April 18, 2024

Reply to Recording of Microsoft team meetings

This is much needed!!! Would save us so much time and hassle by creating this functionality

LPlumb on February 28, 2024

Historical Reports breakdown expansion

At the moment we are only able to breakdown our historical pipeline snapshots by deal stage, forecast category and amount in company currency. It would be great to have more options here for the breakdown. I have tiered all my deal data and it would read more

Reply Idea Sales Reporting

2 upvotes

3 Replies

LPlumb on February 28, 2024

Have the Working Days function in Calculated property fields

The Working days function is great in the formula builder but would also be super useful in the calculated properties fields! I often want to record on a record the day between two dates but working days only and there currently is no solution for t read more

Reply Idea Properties

19 upvotes

3 Replies

LPlumb on February 20, 2024

Give Super Admins The ability to update views owned by others

Sometimes, I need to archive properties no longer in use, or, wish to change the field. If these proeprties are being used in views created by others, I am unable to remove the properties and have to either go round asking people to remove them and read more

Reply Idea Users & Teams & Permissions

6 upvotes

2 Replies

LPlumb on February 20, 2024

Change Field Type in active properties

I really wish that I could update the field type in active properties! With the release of the forumla builder and the constant updates, loads of my fields could now become caluclated fields but I am unable to update. Having to create a new field (c read more

Reply Idea Properties

12 upvotes

3 Replies

LPlumb on September 28, 2023

Ability to re order fields in reports

I have just used the new formula fields in the custome report builder which are great! Have bucketed some data, however the order makes no sense when displayed in a bar chart. Would be great to have the ability to reorder the way these are displayed read more

Reply Idea Dashboards & Reports

12 upvotes

3 Replies

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