2 results found
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Reports - Have Filters for Custom Fields ***Vote for this if you need to report on your custom fields***
This would be handy for filtering on all custom fields but in this specific example we have a custom field set up (RGM) for our Regional General Managers names. Would be great if there could be a filter to select each of the RGM's names and save as their own unique report/create a report specific to each RGM, and then set up for auto-emailing to them directly each quarter. Currently I have to export to excel and manually filter the RGM names and create a separate report for each RGM.
3 votesHi Angela,
We think this is a great idea.
The Product Team are reviewing your suggestion. Thank you.
Regards,
Vindya
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Allow Different Security Settings Per Business
We have Multiple Businesses set up and we need to be able to have different security access for different businesses.
eg. We have 1 user - Joe Bloggs. He has access to 2 Businesses: Business1 & Business2.
We want him to have "Retail Administrator" Access to "Business1", but only "Retail User" access to Business2.We use SSO for our users, so can set up 1 user.
4 votesHi Anne,
We think this is a great idea.
The Product Team are reviewing your suggestion. Thank you.
Regards,
Vindya
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