Profil

TErickson_OW
(She/her)
Participant
Membre depuis ‎mai 24, 2022
  • Solutions
    0
  • Réponses
    3
  • Mentions J'aime ajoutées
    65
  • Mentions J'aime obtenues
    21
  • Idées
    1

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Trish Erickson

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

Activité

mfoldager le Mai 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, Lire la suite
57 Mentions J'aime
25 Réponses
Participant
Mars 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 ...Lire la suite
DReyes815 le Juillet 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 Lire la suite
123 Mentions J'aime
18 Réponses
Participant
Janvier 29, 2024
Would really like to see this move up on the Roadmap. I find myself needing this as well today.
AHudson le Mai 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 Lire la suite
Participant
Janvier 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 le Décembre 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 Mention J'aime
1 Réponse
Participant
Avril 11, 2023
YES Please!!
SOzaydemir le Mars 16, 2023
I would like to be able to create charts from an individual company's properties so that we can see the history for the change at a glance instead of having to go into details.
1 Mention J'aime
1 Réponse
Participant
Avril 11, 2023
I am finding myself in need of this as well. Being able to Build a Dashboard that can be filtered by Company Name/Record and then displaying Reports ...Lire la suite
cweimert le Juin 18, 2021
It would be beneficial to have reports be tied directly to a contact record on the right hand section. Very similar to how you can view what workflows are tied to a customer. This would provide more insight to see what contacts are in which reports. Lire la suite
3 Mentions J'aime
4 Réponses
Participant
Avril 11, 2023
Would love to see the ability to add charts and graphs to the Contact, Company, Deal and Custom Object Records. Even Tickets!
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