Ashley W.
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- Total activity 68
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Ashley W. commented, I am also wondering when development for this will be completed and this function added? Will this allow me to add tags to existing Contacts & Leads via Import?
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Ashley W. created a post, Option to have Advanced Reports as Default Reporting View
It would be nice if we could choose to have Advanced Reporting as our default reporting view, rather than clicking on Reports and seeing the legacy reports, then having to click on Advanced Reporting.
- 3 followers
- 2 comments
- 1 vote
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Ashley W. created a post, Number Formats in Advanced Reporting
Is it possible to add number formatting in advanced reporting? All dollar values show up without formatting, for example 547790.00 instead of $547,790.00, which is much more difficult to read.
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- 1 vote
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Ashley W. created a post, Secondary Sort Option in Advanced Reporting
We would like the ability to do a secondary sort in the reports. i.e. Sort by field A, and within that, sort by field B.
- 2 followers
- 1 comment
- 3 votes
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Ashley W. created a post, Summary Level Reports
In advanced reporting, we would like the ability to create aggregate/summary level reports. For example, total opportunity value across months, quarters, and years.
- 3 followers
- 2 comments
- 3 votes
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Ashley W. created a post, Customize State Field for Opportunities
We would like to have the ability to customize the State field for opportunities. We currently use the pipeline to indicate our sales stages, but once an opportunity moves to Won we have to adjust ...
- 1 follower
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- 3 votes
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Ashley W. commented, Hi Erin, I should clarify - we would like to see number formatting in advanced reporting. All dollar values show up without formatting, for example 547790.00 instead of $547,790.00, which is much m...
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Ashley W. commented, This would be great when searching contacts. It would be nice to see the primary phone number listed in the search results list, right next to the email address.
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- 3 votes
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Ashley W. commented, -
Ashley W. commented,