CRM Idea Center
Add a new idea Subscribe
Categories Reporting
Created by Nica Yabut
Created on Oct 5, 2023

RELATED IDEAS

Include Additional Filter to Inactivity Report

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

  • Attach files
1 MERGED

Add filter on reports for Inactive Users

Merged
Customers would like to see productivity from users that are no longer at their organization and be able to compare referral differences between the new rep and the old rep.
Bryan Costreie 6 months ago in Reporting 0