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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
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
25 upvotes
6 Replies
Participant | Platinum Partner
September 08, 2021
To anyone here not having found the solution yet - i just found that there is a property called "Contact ID" and if you pull that into the column sec...read more
Kim_GP on July 24, 2017
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
332 upvotes
140 Replies
Participant
June 13, 2022
Regarding the Custom rolling date, we cannot set it to 0 days from deal creation. This is frustrating for companies who sell items online and have no...read more
jalderson on May 16, 2017
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
38 upvotes
19 Replies
Member
May 11, 2022
@roisinkirby your solution is a completely different need. We (or I) looking for a solution that you add "identifier" to your standard search engin...read more
Court_CDS on May 03, 2017
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
141 upvotes
75 Replies
LY
Contributor
May 19, 2022
I love what they've done with this now! Works great!
Arun_Opto22 on January 12, 2018
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).
59 upvotes
27 Replies
Member
September 02, 2020
I agree!!!! There is now the new sizes on the dashboards which are amazing BUT if this limit continues it was an amazing idea created for nothing ca...read more
jalderson on May 16, 2017
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
38 upvotes
19 Replies
Member
May 11, 2022
@roisinkirby your solution is a completely different need. We (or I) looking for a solution that you add "identifier" to your standard search engin...read more
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