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AGrant
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Member since ‎Aug 23, 2022
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Alyssia Grant

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YiRui_Chua on February 25, 2021
Flexibility to change line item currency in reports
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to read more
Reply Idea Dashboards & Reports
42 upvotes
27 Replies
AGrant
Member
May 26, 2023
This is super important to us and we thought we would be able to do this when purchasing - now while making our reports we see its not possible. Does...read more
AGrant on April 26, 2023
Creating a date stamp for Company association changes to be used in a workflow
We need the ability to change our Primary Company and when we do we want to use that data in a workflow to update a field on the deal record. We need to have the system recognize the change in the Company or Contact associations as if it was a c read more
Reply Idea Workflows
4 upvotes
1 Reply
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