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CherylLK
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Member since ‎Dec 5, 2017
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Cheryl Knorr

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CherylLK on August 08, 2022
Pausing a user's SalesPro status while they are on leave
We've had several staff go on leave over the years and while they are gone we remove their paid SalesPro status, giving it to staff that cover for them, and then reinstate it to the original staff member when they get back from leave. The issue is w read more
Reply Idea Users & Teams & Permissions
1 upvote
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CherylLK
Contributor
March 08, 2022
Reply to Keeping primary contact details when merging
When merging contacts we should be able to select what values we want to keep, for ALL fields. Defaulting to use the newest info causes lots of issue...read more
CherylLK
Contributor
February 17, 2022
Reply to Reporting request: Sort owners by alphabetical order
This would also make comparing two or more reports easier. Right now one staff member might be listed first in one report and then the report right b...read more
CherylLK
Contributor
November 24, 2021
Reply to Enable Users To Customize the Colors and Legends Used In Data Visualizations
This is badly needed. It's so confusing to have one owner one color in one chart and then another color in another chart. I'd also like to be able to...read more
CherylLK
Contributor
July 14, 2021
Reply to Ability to download form submissions in pdf at the click of a button
We need this too. Working in post-secondary education, we need copies of our students' application forms to submit to our governing bodies. Right now...read more
CherylLK
Contributor
January 29, 2021
Reply to Reassigning tasks when ownership changes
This is SO vital. When we have staff leave or switch teams, it's an enormous undertaking to switch ownership of contacts, open deals, and open tasks....read more
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