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Replies posted by klewandowski@dwyermail.com

2 Replies

A
Apprentice
Alvin NgApprentice
asked in Analytics

Daily Sales Activities Summary Report

Hi Alvin,I just worked on this same request yesterday for management.  Although there currently is not a way to include notes in your report, you can add a custom field and use that field for your notes.  We named ours “Activity Summary Notes”.  The downside is that you will have 2 “Notes” sections on your form as I do not believe there is currently the functionality to “hide” the default field.  The other challenge is that new fields appear at the bottom of the form and I would like the new notes field to appear before the default notes field to make usage easier for the sales team.

6
A
Apprentice
1 year ago
S
Contributor
swetha.shivaContributor

Data visualization with Highcharts.. Coming Soon!

Is this feature for Freshsales/Fresh CRM as well or only for FreshDesk?

3097
samjohn
Community Debut
7 months ago

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