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TDriessen
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Member since ‎Oct 7, 2021
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Thijs Driessen

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Activity

PaulClappers on October 20, 2020
Rolling date range in custom reports
I'm working on my dashboards and I want to add a report about the number of certain form submissions this month. I can add the option 'less than 30 days ago' but I can't find the rolling date range for this month.
Reply Discussion Professional
15 upvotes
15 Replies
TDriessen
Participant
March 07, 2022
@Lisette1 Nope, not yet. Just made different reports for standard time periods for the time being..
maxime_dupont on December 05, 2018
Default Sort column while editing a report
Hi there! I would like to add a default "sort" to a column of my custom report (chart-type: table). That way, I wouldn't need to sort data each time I see the report on my dashboard. If we could sort the data in the Visualization tab of th read more
Reply Idea Marketing Reporting Sales Reporting
39 upvotes
13 Replies
TDriessen
Participant
January 19, 2022
Absolute must.. Put it on roadmap please!!
LDavis1 on March 04, 2021
Custom Report Builder (Beta) Issues
I created a custom report (beta) and the numbers are not reflecting correctly in the dashboard. I am doing some manual updates and know the count should be different from what is reflected. Anyone else experiencing this??
Reply Discussion Professional
4 upvotes
4 Replies
TDriessen
Participant
November 01, 2021
Upvoted the issue because of a similar experience. Situation: Custum report on sales activities was not updated in dashboard. We want to show the ' ...read more
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
Reply Idea Calling Meetings Tasks
275 upvotes
84 Replies
TDriessen
Participant
October 28, 2021
Does anyone else need this because it's not possible to put a person in 2 primary teams? Reporting on activities makes it a lot harder and without cu...read more
tom569039875678 on September 23, 2020
Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more
Reply Idea Users & Teams & Permissions
143 upvotes
27 Replies
TDriessen
Participant
October 28, 2021
Is there already a response on this issue? Would like to know if it's noted and we can expect it to be included down the road.
ABrass on April 20, 2021
Please add Date Range Filters to Custom Builder/Cross Object Dashboards
It is really needed for you to add rolling date ranges to Custom Builder and Cross Object dashboard creation. Otherwise, this is not acceptable as a sales/CRM tool to observe patterns and trends. Please add this feature, as soon as possible.
Reply Idea Dashboards & Reports
95 upvotes
36 Replies
TDriessen
Participant
October 27, 2021
Any news on this subject? Certainly a must! 🙂
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