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H1Randerson
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Member since ‎Nov 14, 2023
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Becky Anderson

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H1Randerson on January 13, 2025
The ability to create custom-configured association cards for all object types (including Orders, Quotes, etc.) would greatly increase the functionality and flexibility of the object record pages and object preview sidebars. This functionality wa read more
Member
January 13, 2025
Jumping off on this, it would be helpful to have preset "non editable" dashboard level filters that would not clear and then option for additional da...read more
Member
April 26, 2024
This would be helpful for the Office 365 add-in as well.
H1Randerson on April 03, 2024
It would be helpful to have greater control over how data is joined for reports in the customer report builder. Having the ability to control how the sub data sources are joined would allow for more accurate reporting. Currenty you can select the pr read more
Member
March 19, 2024
This would be useful for the O365 add-in as well
Member
February 28, 2024
A possible workaround for this would be to convert the old property with the historical data to a view only or super admin only field.
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