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  1. 16 votes

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    Jolien Rip commented  · 

    Must have feature!

    Jolien Rip supported this idea  · 
  2. 2 votes

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    Jolien Rip shared this idea  · 
  3. 579 votes

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    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Jolien Rip supported this idea  · 
  4. 751 votes

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    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

    Jolien Rip supported this idea  · 
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    Jolien Rip commented  · 

    Schedule reports to be run and sent to another user (via email) on a specific date.

  5. 296 votes

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    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

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    Jolien Rip commented  · 

    Please add this feature ASAP

    Jolien Rip supported this idea  · 
  6. 7 votes

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    Jolien Rip shared this idea  ·