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Platform Improvements

Showing 4 of 1013

Include state name in Milestone data in QueenBee

When customers have questions/issues with Milestones there's no way to tell which state's milestones are already applied. The numbers give an indication but no concrete way to tell which state milestones are applied.
Courtney Iversen 6 months ago in Data Platform / Platform Improvements 0

Filter messages by staff

Centers want to be able to sort through message based on who the message was sent to, so they don't have to look at all the messages to find the one sent to them. ** Update Notes: to investigate -> Can we add this to the Online Centers report a...
Titus Gill 10 months ago in Data Platform / Platform Improvements 0 Planned

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 1 year ago in Data Platform / Platform Improvements 0 Planned

Add Company ID and Root ID filters to Desktop Extras reports

This will allow me to get total usage across a company and drill-down by center, without having to export.
Anastasia Goggins almost 2 years ago in Data Platform / Platform Improvements 0 Planned