Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Reporting

Showing 48 of 295

Give option to transfer all assigned contacts when using the approve owner change report for Accounts.

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.
Ashley Scrimo 2 months ago in Reporting 0

Add a Supervisor filter to the Approve Owner Change Reports

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.
Ashley Scrimo 2 months ago in Reporting 0

Contact sales zone updates to include reporting and custom field selection capabilities

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...
Ashley Scrimo 2 months ago in Reporting 0

Add visuals/graphs to CRM Reports

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone 3 months ago in Reporting 0 Future consideration

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com about 2 months ago in Reporting 0

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 6 months ago in Reporting 0

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 5 months ago in Reporting 0 Future consideration

User Login reporting

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Jessi Owens 3 months ago in Reporting 0

Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Amery Zita 3 months ago in Reporting 0

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green over 1 year ago in Reporting 2 Already exists