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automate reports
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March 17th, 2014, 09:35 PM
rmkc512
Posts: 6
is there a way to automate reports? And then automatically email them?
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March 18th, 2014, 06:07 AM
Support Team
Posts: 7,519
There isn't currently a way to automate reports but we will add your vote to this feature request so thanks for asking.
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April 29th, 2014, 11:02 PM
linkupco
Posts: 9
This would be awesome. I'd love to receive an automated report every month of accounts that haven't done any business in over a year, or opportunities that have been open too long. This would help marketing efforts tremendously.
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April 30th, 2014, 03:26 AM
lpopejoy
Posts: 942
...or expiring assets.
Ideally, we could effectively use the dashboard for viewing relevant info.
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