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Marcy_Chand
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Member since ‎Nov 6, 2023
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Marcy Chandler

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Activity

Participant
August 02, 2024
This is still needed till this day! For medical places this could be against HIPPA, especially now that people are allowed to add guests. There is no...read more
Marcy_Chand on August 02, 2024
I would love to see more reporting options. The lack of options we can put into a report is frustrating. I am trying to build what I feel like is a very basic report on Sales Activities for Sales People. I would love to see options of like Number read more
Participant
July 21, 2024
It doesn't appear this is possibly using Operations Hub either. I tried to build a workflow using format data, you can cut characters but when you ad...read more
Participant
July 21, 2024
I think its crazy its 2024, and there is still not a solution for this but to upgrade to operations Hub. This should be something we can easily accom...read more
Marcy_Chand on May 28, 2024
We have a report that just shows the number 12. That is 12 deals that are in a certain stage. When we click the 12 it just duplicates the people over and over again. I would love to be able to click 12 and only see the information we want to see lik read more
Participant
April 08, 2024
Reply to Deal Status
The deal status report is SUPER limited. We had to make one for every little thing we wanted to see as Won, Loss or Open. You can only use the Deal s...read more
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