On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Add a field to Expense Module to Include Date Entered
My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.
Client would like to have address details added to the Inactivity Report. Doing so would be very helpful in allowing managers develop a plan of attack for seeing the inactive accounts and plan out their days. Presently, a user would have to cross ...
Alex Chesnutt
almost 3 years ago
in
0
Coming Soon!
New feature request re: Spark advanced AE reporting The new Daily Visit Report was added with Contact Details, but the request is to add high-level contact details to the Advanced AE Summary Report. * Please see Zendesk Support tab for further com...
Alex Chesnutt
almost 3 years ago
in
0
Coming Soon!
Add Existing Field - Add Event End Date to Daily Visit Report
requested that the event end date be added to the Daily Visit Report as several events that were scheduled over 1 day only showed as one event. The manager was unable to tell that the user was at an event or on PTO when reconciling against their p...
Alex Chesnutt
almost 3 years ago
in
0
Coming Soon!
*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt
almost 3 years ago
in Reporting
0
Coming Soon!