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WSmith5796
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Member since ‎Jan 31, 2023
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Whitney Smith

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WSmith5796 on March 19, 2024
Deal Change History report - please also provide a result table of the Deals & Deal Change Type
Hi all, Just off the phone about this topic with Johan in Support, who was very helpful. The " Deal change history" report in "Report Collections >> Sales >> Forecasts & Pipelines" is a very nice graphic report and just what read more
Reply Idea Dashboards & Reports Sales Reporting
26 upvotes
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WSmith5796
Member
November 08, 2023
Reply to More Calculated Properties for Pro
Yeah - the low limit is very VERY frustrating! I just discovered the cap - no warning or help anywhere. Restricting my response toa polite ARGGGHH ...read more
WSmith5796
Member
March 02, 2023
Reply to pre-set property default value
Raising my hand to upvote this. Raising both hands for two upvotes. Being able to set/assign a default value right there in the property creation t...read more
WSmith5796
Member
January 31, 2023
Reply to Group By Option in Reporting
Agreed! A "Group By" is a common reporting element in many applications (heck - Outlook View Settings). It allows you to build table-based summary ...read more
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