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sophiakhan
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Member since ‎Jan 23, 2018
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Sophia Khan

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Activity

JoeDavies on April 06, 2020
Allow totals on unsummarized reports
It's an unusually missing feature, but the report builder is only able to show totals on summarized reports, but not on unsummarized. This means for many Deal or Company based reports in which you need to show the individual records, and so nee read more
Reply Idea Reports
38 upvotes
9 Replies
sophiakhan
Participant
April 09, 2020
We have the same problem, and when using the unsummarized table for displaying a Sales Team "Wins" report, we can't show a total at the bottom to ind...read more
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
334 upvotes
140 Replies
sophiakhan
Participant
October 15, 2018
We would love to be able to set a default date as well. Do not want the date picker to only populate a blank field if not filled in.
jalderson on May 16, 2017
deal id search
Hi i know the system has a unique id for each deal but you cannot search by it. this would be a great way to identify one deal from another. thanks
Reply Idea Deals
45 upvotes
19 Replies
sophiakhan
Participant
August 17, 2018
Is there a way to show the deal id as a property in the deals dashboard when changing the column?
Court_CDS on May 03, 2017
Adjustable Columns in Contact & Company Views
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc read more
Reply Idea Contacts & Companies
143 upvotes
75 Replies
sophiakhan
Participant
June 26, 2018
Yes, similar to excel, would love to be able to adjust the column width. Additionally, when reports are received via email, if we could adjust the di...read more
Arun_Opto22 on January 12, 2018
Increase item limit for Team Activity Report
Currently the "Team Activity" report on the Sales Dashboard is limited to 20 items in the feed. It would be nice to be able to make that bigger (user configurable to say, 50 or 100 or unlimited).
Reply Idea Sales Reporting
59 upvotes
27 Replies
sophiakhan
Participant
May 16, 2018
We track sales activity and could really use more than 20!
jalderson on May 16, 2017
deal id search
Hi i know the system has a unique id for each deal but you cannot search by it. this would be a great way to identify one deal from another. thanks
Reply Idea Deals
45 upvotes
19 Replies
sophiakhan
Participant
August 17, 2018
Is there a way to show the deal id as a property in the deals dashboard when changing the column?
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