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SJackson29
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Member since ‎May 3, 2023
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Activity

Wibeke on July 27, 2020
multiple currencies in reports and goals
A portal could use multiple currencies, but reports and goals are only in the main currency. This makes in impossible to set goals and to se reports in one country based on the local currency.
Reply Idea Account Settings Dashboards & Reports
76 upvotes
22 Replies
SJackson29
Participant
December 19, 2023
Too bad this is still an issue. It is a big deal for us as well. It seems like it would be a fairly easy fix. Even just have a default currency on...read more
Solved
SJackson29 on December 18, 2023
Quota Report
Is there a way to customize / clone the standard quota reports so I can show the amount not in the Company currency? Our company operates in 2 currencies (US is the Company currency) and I want to give the rep a way to see their total deals in Ca read more
Reply Discussion Deals
0 upvote
4 Replies
SJackson29
Participant
December 19, 2023
That's too bad. It really looks like this issue has been around for many years. Thanks so much for the information and feedback.
Solved
SJackson29 on December 18, 2023
Quota Report
Is there a way to customize / clone the standard quota reports so I can show the amount not in the Company currency? Our company operates in 2 currencies (US is the Company currency) and I want to give the rep a way to see their total deals in Ca read more
Reply Discussion Deals
0 upvote
4 Replies
SJackson29
Participant
December 19, 2023
That's too bad. It really looks like this issue has been around for many years. Thanks so much for the information and feedback.
Solved
SJackson29 on December 18, 2023
Copy Company Property to Deal Property
Hi there, I've researched it a bit but I can't find out how to do this. I want to copy a property from the Company (associated to the Deal) to the Deal itself when the deal is created. I've started as a Deal enrollment trigger when the object read more
Reply Discussion Workflows
0 upvote
1 Reply
SJackson29 on June 19, 2023
Create Deals - Line Table - Include Unit Price
We don't have a standard price for the services we sell so we need the Reps to enter this each time. On the Create Deal form, they can select the line items but can't set the price. It isn't a great flow to then save the deal and edit the read more
Reply Idea Deals
0 upvote
1 Reply
Solved
SJackson29 on May 23, 2023
Cannot Delete Contacts
Hi There ... I have setup a permission set for our sales reps that originally granted them Edit, Delete access to only their contacts. I have since modified this to Everyone but I have found that Sales Reps still cannot delete contacts. This read more
Reply Discussion Contacts
0 upvote
5 Replies
SJackson29
Participant
June 13, 2023
Thanks that is what I did to fix it.
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