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sophiakhan
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Membre depuis ‎janv. 23, 2018
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JoeDavies le Avril 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 Lire la suite
Répondre Idée Reports
35 Mentions J'aime
9 Réponses
sophiakhan
Participant
Avril 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...Lire la suite
Kim_GP le Juillet 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 Lire la suite
Répondre Idée Deals
334 Mentions J'aime
140 Réponses
sophiakhan
Participant
Octobre 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 le Mai 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
Répondre Idée Deals
45 Mentions J'aime
19 Réponses
sophiakhan
Participant
Août 17, 2018
Is there a way to show the deal id as a property in the deals dashboard when changing the column?
Court_CDS le Mai 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 Lire la suite
Répondre Idée Contacts & Companies
142 Mentions J'aime
75 Réponses
sophiakhan
Participant
Juin 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...Lire la suite
Arun_Opto22 le Janvier 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).
Répondre Idée Sales Reporting
59 Mentions J'aime
27 Réponses
sophiakhan
Participant
Mai 16, 2018
We track sales activity and could really use more than 20!
jalderson le Mai 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
Répondre Idée Deals
45 Mentions J'aime
19 Réponses
sophiakhan
Participant
Août 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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