My feedback

2 results found

1. Historical billing should stay on original account owner during reassignment

   10 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   5 comments  ·  Matrix » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Chris Van Leuven supported this idea  ·  Apr 28, 2020
   An error occurred while saving the comment
   Chris Van Leuven commented  ·  Apr 28, 2020  ·  Edit…  ·  Delete…

   For Example, keep Jan, Feb, Mar on AE 1, then reassign April FWD to new AE, instead of entire billing history being reassigned.

   Save Submitting...

2. Have the ability to share alerts much like you do for reports

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Matrix » Alerts  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Chris Van Leuven shared this idea  ·  Mar 28, 2018