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DWinskell
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Member since ‎Apr 22, 2024
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Daisy Winskell

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DWinskell on June 27, 2024
Hello, We need to create a report that pulls through a pulled snippet note (that gets updated weekly) is there a way to do this without pulling all notes associated with deals on the system? Thanks, Daisy
0 upvote
3 Replies
Member
June 28, 2024
Hello, Thank you for your response, essentially each week our team provide an update on key accounts that we have (this is currently done in exc...read more
Solved
DWinskell on June 27, 2024
Hello, We need to create a report that pulls through a pulled snippet note (that gets updated weekly) is there a way to do this without pulling all notes associated with deals on the system? Thanks, Daisy
0 upvote
3 Replies
Member
June 28, 2024
Hello, Thank you for your response, essentially each week our team provide an update on key accounts that we have (this is currently done in exc...read more
Solved
DWinskell on June 21, 2024
Hello, I need to create a report which shows any changes that are made in a deal. Things such as: - Start date changing - Values changing Etc, I also need this report to run weekly. How would I go about setting this up?
0 upvote
3 Replies
Member
June 21, 2024
Thanks both, I already have a table report set up I was hoping for something that clearly indicated when a property for example on a deal had changed...read more
Solved
DWinskell on June 21, 2024
Hello, I need to create a report which shows any changes that are made in a deal. Things such as: - Start date changing - Values changing Etc, I also need this report to run weekly. How would I go about setting this up?
0 upvote
3 Replies
Member
June 21, 2024
Thanks both, I already have a table report set up I was hoping for something that clearly indicated when a property for example on a deal had changed...read more
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