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ArthurLorente
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Member since ‎Apr 14, 2022
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Arthur Lorente

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ArthurLorente on September 12, 2022
Make rich text fields with URLs clickable on reports
It would be very helpful if I could create dashboards with clickable links within the reports. I have a property that is the result of the concatenation of different properties to generate a link that goes directly into our product. Something like: read more
Reply Idea Dashboards & Reports
14 upvotes
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ArthurLorente
Participant
July 11, 2022
Reply to Auto-roll up playbook notes to the associated company record
Would love to see this as a playbook setting where we can just choose which associated records we would spread the registered activity to, just like ...read more
ArthurLorente
Participant
June 13, 2022
Reply to Date option for Fiscal Year and fiscal quarter in dashboard and reports
Big upvote! Reporting looks wonky and hard to work with when I can't really compare performance between financial quarters. It basically keeps me fro...read more
ArthurLorente
Participant
May 10, 2022
Reply to Send Sequence Emails from the Contact Owner when enrolling with a workflow
Please please please implement this!!! We are having so much usage attrition on our team because of this lacking function. We can't reasonably mainta...read more
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