Ashley W.

1. Community
2. Ideas & Suggestions

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.

• Created February 10, 2016 14:25
• 3 followers
• 2 comments
• 1 vote

1. Community
2. Advanced Reporting Series

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. 

• Created January 29, 2016 18:20
• 2 followers
• 1 comment
• 1 vote

1. Community
2. Ideas & Suggestions

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.

• Created January 26, 2016 19:14
• 2 followers
• 1 comment
• 3 votes

1. Community
2. Ideas & Suggestions

In advanced reporting, we would like the ability to create aggregate/summary level reports. For example, total opportunity value across months, quarters, and years.

• Created January 26, 2016 19:10
• 3 followers
• 2 comments
• 3 votes

1. Community
2. Ideas & Suggestions

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 ...

• Created January 26, 2016 19:06
• 1 follower
• 0 comments
• 3 votes

1. Community
2. Ideas & Suggestions

I would like to be able to specify how a number value looks on the screen. I want to make a dollar value include $ and commas.

• Edited January 26, 2016 17:54
• 16 followers
• 17 comments
• 8 votes

1. Community
2. Ideas & Suggestions

I would like the option to change the view of all calendars (when choosing start and end dates, my personal calendar, etc.) so that they are shown as Sunday through Saturday instead of Monday throu...

• Created November 11, 2015 18:56
• 2 followers
• 2 comments
• 0 votes

1. Community
2. Ideas & Suggestions

When searching organizations, the search functionality should pull up an organization based on text terms in custom fields. For example, we can search for text in the background field and it will p...

• Created November 11, 2015 18:55
• 3 followers
• 2 comments
• 6 votes

1. Community
2. Ideas & Suggestions

I'd like to automatically follow all opportunities, new or existing, for any linked organization that I am already following.

• Created November 11, 2015 18:53
• 2 followers
• 1 comment
• 1 vote

1. Community
2. Ideas & Suggestions

I want to pick possible valid options from a drop down instead of having to type in the value from memory. If I can't remember the options or exact spelling, the result is invalid. Another option h...

• Created November 11, 2015 18:51
• 3 followers
• 3 comments
• 3 votes