I am trying to create a new hire binder and would like to be able to export ~all the things~ we add in ST like tags or campaigns, etc. I cannot figure out how to do so. Is there a report for it? If so, I haven't found it. (It doesn't need to have def...
It would be nice to know where in ST each CSR was during each hour. Like this CSR was in 5 customer accounts during this hour or was creating a report, or in unsold estimates, or follow up tab, or in dashboard, or on 10 outbound calls so you can see ...
When I run the job completed detail report, instead of labor or payroll populating in the labor column, services and discounts are being populated in that column. Our CSM said he submitted a bug fix, but it has not been fixed yet. I'm told it's becau...
Hello! It would be great if we could pull a report based off of tech ratings 1-5. Thank you
I think the experience can be improved by making sure that the field texts are updated. For example, our company has a report that needs a dropdown field - The drop-down field is a list of names that we need to pull up in our reporting. When the name...
Hello I was wondering if there is a custom report I could generate that would allow me to see invoices that were not emailed to the customer. Thank you!
I would love to see the ability to make duplicate reports of my Inventory Item Tracking Report. This would allow me to have filters that are saved for frequently used reports instead of having to redo all my settings and filters each time.
