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Josh_Bradford
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Member since ‎Apr 20, 2023
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  • Upvotes Given
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  • Upvotes Received
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Josh_Bradford on December 08, 2023
With the new same object association why is there not a way to filter our contacts by "number of associated contacts". It's not very useful to see how well this feature is being utilized if we can even build a report or list to show all contacts th read more
0 upvote
2 Replies
Participant
December 08, 2023
You're the man, thanks!
Solved
Josh_Bradford on December 08, 2023
With the new same object association why is there not a way to filter our contacts by "number of associated contacts". It's not very useful to see how well this feature is being utilized if we can even build a report or list to show all contacts th read more
0 upvote
2 Replies
Participant
December 08, 2023
You're the man, thanks!
mcannizzo on May 26, 2021
Right now dashboard filters ONLY apply to individual users who set them. There should be a feature that allows you to configure a dashboard for a sales rep, for example, with a date filter they see everytime they are viewing this.
18 upvotes
4 Replies
Participant
August 02, 2023
This is badly needed. It makes no sense to setup dashboards for our client's teams to use (marketing and sales) but each user needs to apply their ow...read more
Josh_Bradford on April 20, 2023
Would it be possible to get an option to select a default timeframe for the associate activity. We have quite a few clients who always use the "All Time" option and it saves a few clicks to not have to change that with each deal they create. read more
10 upvotes
3 Replies
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