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Suzanne-Palma
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Member since ‎Oct 6, 2022
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Suzanne-Palma on December 13, 2022
Quotes based on percentages & customized quote terms
We charge a percentage as a fee for one of our services, but I don't see where I can set line items as a percentage. Also, we need to be able to use free form text as terms, because they are based on different things, not just by time. We read more
Reply Discussion
0 upvote
1 Reply
Suzanne-Palma on November 30, 2022
Only my Dynamics opportunities sync over to HS - no other user
I am the super admin for both HS and Microsoft Dynamics 365, and I set up the integration between the two. After a lot of work arounds, I got Deals and Companies to flow from HS to MSD for all HS users. I was able to get Accounts to flow from MSD read more
Reply Discussion Integrations
0 upvote
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SarahBeck on February 08, 2022
Change currency display on reports built using custom report builder, like you can on single object
The option to change the display currency on reports built using the Custom Dashboard Builder does not exist (confirmed by support) like it does when you build a Single Object report. This is definitely an oversight in the new build and hampers read more
Reply Idea Sales Reporting
19 upvotes
5 Replies
Suzanne-Palma
Member
October 10, 2022
An absolute must!!
Suzanne-Palma on October 06, 2022
Save custom report with 100 records per page view
I scheduled an email push of a sales pipeline report to go to our team, but when it arrives it shows 8 records per page and a multitude of pages to tab through. I'd like to be able to customize my report to view more records per page (100) and when read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
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