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KSchwandt
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Member since ‎Apr 17, 2024
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KSchwandt
Member
August 20, 2025
Reply to Folders to Organize Reports & Dashboards
You would think....instead, they're probably trying to figure out a way to charge us to put reports in folders.
KSchwandt
Member
June 19, 2024
Reply to Folders to Organize Reports & Dashboards
We need this ASAP.
KSchwandt on April 17, 2024
Add Attachments on Deals to associated Companies/Contacts
When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records. I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment sho read more
Reply Idea Deals Sales Documents
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