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craigh
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Member since ‎Dec 8, 2017
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Craig Heineman

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craigh
Participant
June 16, 2021
Reply to Contacts or Companies with no activity
@Tiff You can add the filter "Call or Meeting Type", if you are using those fields to eliminate the Tasks and Emails. But that does not solve the...read more
craigh on July 31, 2020
Email Reports to be able to send Last Day of the Month, after office hours close
There is an option for email reports to run "First" and "15th" of the month, which really give me either no info or half the info for the month. I want to see the report from the end of the month, so that I don't have to go in an edit everything to read more
Reply Idea Dashboards & Reports
5 upvotes
2 Replies
craigh on December 08, 2017
More Advance Product Management Options
Add custom properties something like SKU/Product # Allow the search feature to search by name or SKU/Product # Use a percentage for discounts... 5 %, 10%, etc Allow Manager to set Max Discount Amounts or ability for an approval from a spe read more
Reply Idea Sales Content
7 upvotes
1 Reply
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