How-to questions

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  1. delete bulk items

    You are no longer able to delete entries in the views or dashboard. It comes up with an error.

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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. How do I create a view that does not use grouping?

    How do I create a view that does not use grouping?

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Months in order

    I am grouping milestone activities with dates into months. On the chart, the months aren't in order. Is there a way to create the chart with the months in order?

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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  4. create a template for exporting a record as a PDF / word document?

    I'd like to create quote / order documents for a CRM application

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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  5. How do I filter views based on business days?

    We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?

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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Year over year charts

    I want to group items by month, but have different lines for different years. Is this possible?

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make the time range on a calendar view smaller

    We have a calendar view where record are always no more than 90 minutes long, and they all start after 8 AM and end before 9 PM. On the calendar, when I select "Day" or "Week", all the records are bunched together in the middle, which does not make for easy reading. Would it be possible to set a timeframe so that the Day and Week views would start at 8 AM and end at 9 PM, for example?

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sort field results in the x axis on a chart?

    I have results from a table I would like to have a bell curve on, however I cannot figure out how to sort the results data without doing highest/lowest.

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