Suggested filters list allowing you to filter on the columns on the report
As a user, writing a report, this is what happens:
I want to create a report on say leads. I select the lead entity, i navigate the tree to select a few fields including guttometer and status, I also want company type so i navigate through the t...
There is an option for showing 'fuzzy' or actual dates on note entries, but the only way to see the times is to hover over the date. A system option to show the timestamp as well would be useful for records with lots of notes, to see the times on ...
Enhance the report builder to allow for reports that use the contact level to add to campaign activities.
I think the report builder should be enhanced to allow for reports that deal with the contact records to be able to be added to email marketing campaigns. We have had an example of someone doing a report using the report builder to allow for custo...
Guest
over 5 years ago
in CRM App
1
Already exists
The Task List Report allows an admin user to see the Tasks that a user has outstanding, but it is not possible to run a report currently to see a list of Tasks that have been completed.
We have two company pipelines under Problems service, workshop job and support. Is it possible to add links under Problems Service to display only those items from the selected pipeline ?
Guest
almost 3 years ago
in CRM App
1
Already exists
Edit the columns within the advanced product search view
It would be great to be able to edit the columns within the advanced product search view, so similar to how you click the three dots from a report and choose select fields to then choose which columns you have in the report.
data cleansing - we have thousands of historic records and i am having to manually make company groups to then change parent- it is labour intensive and frustrating
1
1
Already exists
