Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Discussions and Best Practices
3. Categorizing contacts

Hello mschuler, For a simple, perhaps short term solution, I recommend using tags.  Hope that helps! Thank you, Micah Feldkamp

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1. Community
2. Advanced Reporting Series
3. Advanced Reporting - 'Organization linked items report'

Please send to micah@cloudreferrals.com

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1. Community
2. Advanced Reporting Series
3. Advanced Reporting - 'Organization linked items report'

I am unable to see any screenshots. Can you retry attaching them?

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1. Community
2. Advanced Reporting Series
3. Advanced Reporting - 'Organization linked items report'

Hi Dylan, Can you supply screenshots specifically showing a record that is supposed to show linked but is not? Screenshot requests for that record: Organization Linked Items Report Contact's & Org...

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1. Community
2. Troubleshooting & Tips: CRM
3. Automatically add link

Hi Saint,  Yes, links can be automatically added to the organization record based on criteria from another record like you are describing. This needs to be accomplished via a custom API integration...

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1. Community
2. Advanced Reporting Series
3. Activity Report and Description Field Reporting

Hello Riley, It's not possible using the organization reports to find organizations without linked 'activities'. Although, there is an alternative using linked tasks. The organization's last/next a...

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1. Community
2. Advanced Reporting Series
3. How do I view a forecast report?

Hi Jan, The opportunity report has a column called expected revenue which automatically multiplies the opportunity value by the probability percentage. The sum function will give you the total. As ...

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1. Community
2. Troubleshooting & Tips: CRM
3. Date Converted from Suspect to Lead

Hi Katherine, Yes, the lead's linked task due date is what triggers the last/next activity dates, which is unrelated to the lead status field.  It's best you use the lead record's lead status field...

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1. Community
2. Ideas & Suggestions
3. Kanban View Date Order

Hi Andy, I could not find a way to sort opportunities by date created in the kanban view.  I recommend creating separate custom list views using date range filters on each kanban list view: Opportu...

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1. Community
2. Troubleshooting & Tips: CRM
3. Send Project Information to a Contact?

Sunny, You can also put a text field in the project record and use that field to write your personalized message. Then just add a checkbox field to use as a trigger button to send the email from th...

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