Jeff schalk
My feedback
11 results found
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246 votes
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101 votes
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Jeff schalk supported this idea · -
16 votes
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79 votes
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An error occurred while saving the comment Jeff schalk shared this idea · -
132 votes
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Jeff schalk supported this idea · -
34 votes
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Jeff schalk shared this idea · -
910 votes
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628 votes
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34 votes
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An error occurred while saving the comment Jeff schalk commentedthe screen when you select the duplicate contact report shows the middle initial. However the PDF or XLS files when exported does not contain the middle initial. This is many cases the only item that separates the contacts as unique.
Jeff schalk supported this idea · -
26 votes
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Jeff schalk supported this idea · -
379 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Jeff schalk supported this idea ·
We have a need to tie 2 Advisors to an opportunity. Currently there is no way to to add Advisor #1 and Advisor #2 to an opportunity. Thus it is only assigned to 1 advisor and the other cannot easily pull that opportunity into their view of what opportunities they re involved.
IF this cannot be done, can you ad a User Defined field to opportunities that can be sorted and included in opportunity reports.