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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Jun 16, 2020

RELATED IDEAS

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report

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  • Guest
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    |     Jan 12, 2021

    I had exactly this situation yesterday, I had to log in to the other user's account and create the report for them.

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0 MERGED

We should allow sharing of query builder reports

Merged
Currently you have two options, save it for yourself or share it with everyone. We should allow sharing based on user groups/specific user lists. This will be useful to help ensure people can only see what they are meant to see. e.g. Metalock Duba...
Guest almost 7 years ago in  0 Good idea awaiting more votes
11 MERGED

Report Builder - ability to share a Report with just one or two users

Merged
This is something I discussed with Ben at Iconnet (who do the Marketing for Metalock). Think it would be useful for users to be able to share a Report with just 1/2/3 (or more) users. At the moment, you can either have it Private or share it with...
Guest over 6 years ago in  0 Good idea awaiting more votes
1 MERGED

Restrict reports by user dictionaries

Merged
Give the option to restrict specific reports by user dictionaries. Therefore giving the option to have reports to be seen only by chosen staff members
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes