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TErickson_OW
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Member since ‎May 24, 2022
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    69
  • Upvotes Received
    22
  • Ideas
    1

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Trish Erickson

IT Management and System Administrator with a love for creativity and spreadsheets.

Activity

TaniaLandivar on February 11, 2022
I need to create custom reports based on historical snapshots as specific points in time. The current Analytics tool > Sales Analytics has some custom reports under forecasts and pipelines (Ex: Historical snapshots, Deal Funnel) that provide hist read more
47 upvotes
9 Replies
Participant
August 05, 2024
Yes please we REALLY do need this. I could eliminate Power BI if I could do this
LCunningham1 on August 23, 2023
Can we have the ability to filter on the ticket count data field in custom reports. Trying to filter number of tickets over a certain amount within a certain time period by company - but having to create a company property and a workflow to clear it read more
12 upvotes
2 Replies
Participant
July 25, 2024
Yes this is exactly what I need right now.
mfoldager on May 14, 2020
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, read more
68 upvotes
30 Replies
Participant
March 06, 2024
We absolutely need this feature. I need the following Notes Abilities: -To make a Private Note that is not available to the Customer Portal on all ...read more
DReyes815 on July 12, 2022
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts read more
194 upvotes
28 Replies
Participant
January 29, 2024
Would really like to see this move up on the Roadmap. I find myself needing this as well today.
AHudson on May 07, 2021
When using analytic tools, or default HS reports, you are unable to customize the color. Dashboards appear messy and disorganized when the scheme is not consistant. Perhaps being able to edit the color scheme for an entire dashboards reports would read more
Participant
January 29, 2024
Yes please! With the new Brand Colors update it is going to be tedious to go report by report to change colors.
AFitch on December 08, 2022
Loving the new Contact Overview tab! My sales team would love to see a graph of deal spend over time for their customer so they can see trends at a glance.
1 upvote
1 Reply
Participant
April 11, 2023
YES Please!!
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