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ADerbyshire
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Member since ‎May 9, 2022
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Andrew Derbyshire

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AGnaedinger on November 30, 2021
Create Tags/Categories for Notes
We have a few different types of notes that we take (1:1 meeting notes, coalition notes, personal information, and a pinned 'follow up on next meeting' type of note). It would be great to be able to tag and filter each of these note types.
Reply Idea Activity Feed
58 upvotes
17 Replies
ADerbyshire
Participant
September 13, 2024
+1, the ability to create tags or ability for sorting notes would be very helpful.
YiRui_Chua on June 17, 2021
Order of associations within record
Hi team, Commenting for a customer here. Currently, when deals are associated with a contact, the "order" of which the deals are arranged seem to be random. This is confirmed with the community thread here . I feel that we should allow customers read more
Reply Idea Contacts & Companies
171 upvotes
32 Replies
ADerbyshire
Participant
September 10, 2024
+1 for visibility on this issue. We have company records that will regularly have 50+ contacts associated to them and we need a way to filter from th...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1061 upvotes
337 Replies
ADerbyshire
Participant
August 15, 2024
That's a shame, I've been following this thread for a while now, I just didn't jump in the beta when they announced it.
ADerbyshire on August 14, 2024
Average Revenue Per User
Is there a way to get an aggregrate report for Average Revenue Per User. It's a fairly simple calculation on a per deal basis, but I'm struggling to calculate across the entire team or pipeline. Across the pipeline, I'd like to take the total am read more
Reply Discussion Reports
0 upvote
2 Replies
ADerbyshire
Participant
August 14, 2024
Hi @Josh , I am referring to seats/licenses sold. Ideally, I'd be able to dive deeper and do the calculation on a per line item/product basis. Howe...read more
ADerbyshire on August 14, 2024
Average Revenue Per User
Is there a way to get an aggregrate report for Average Revenue Per User. It's a fairly simple calculation on a per deal basis, but I'm struggling to calculate across the entire team or pipeline. Across the pipeline, I'd like to take the total am read more
Reply Discussion Reports
0 upvote
2 Replies
ADerbyshire
Participant
August 14, 2024
Hi @Josh , I am referring to seats/licenses sold. Ideally, I'd be able to dive deeper and do the calculation on a per line item/product basis. Howe...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1061 upvotes
337 Replies
ADerbyshire
Participant
August 15, 2024
That's a shame, I've been following this thread for a while now, I just didn't jump in the beta when they announced it.
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