Here's a user tip from Jim:
I have set up a custom
field in Opportunities that I have called Regional location, and the new
report facility allows me to group the Opportunities by the regions I have
set up. The graph facility shows a high level picture of how many
opportunities in each region and the report lays it out in detail.
I have a user tip for displaying Opportunities on a Google Map overlay. How do I submit user tips?
ReplyDeleteHi Jon --
ReplyDeleteSorry I just noticed this -- my apologies. Please send all user tips to support@insightly.com. Once they verify we'll post on the blog and promote via our social channels. At the end of each month we have a 'user tip' drawing and the winner gets an Amazon gift cert.
Thanks
I would like to know more about you generate reports from a custom field on opportunities. I don't know how I can customize a report.
ReplyDeleteI would appreciate some information about