Settings and activity

22 results found

1. Make Opportunity Type Inactive

   28 votes

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   2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Cathie Wier supported this idea  ·  May 26, 2021

2. Custom Reports: Opportunity Tasks & Notes

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Cathie Wier supported this idea  ·  May 26, 2021
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   Cathie Wier commented  ·  May 26, 2021  ·  Edit…  ·  Delete…

   Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.

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