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Julia DiGregorio
Joined Aug 27, 2022
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Last activity Feb 14, 2025
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Latest activity by Julia DiGregorio
Julia DiGregorio commented,
This is not ready for prime time. When you migrate all scheduling is lost, you can not longer hide filters, you can't change font size on the dashboard report names, you can't change shapes, there is no save option, the manage data restrictions are only good while in the dashboard but are lost on scheduling, the report names on the dashboard show the filters, and the PDF quality is horrible
View comment · Posted Feb 14, 2025 · Julia DiGregorio
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Julia DiGregorio commented,
This is not ready for prime time. When you migrate all scheduling is lost, you can not longer hide filters, you can't change font size on the dashboard report names, you can't change shapes, there is no save option, the manage data restrictions are only good while in the dashboard but are lost on scheduling, the report names on the dashboard show the filters, and the PDF quality is horrible
View comment · Posted Feb 14, 2025 · Julia DiGregorio
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Julia DiGregorio commented,
This is no where ready for prime time. When you convert the dashboard it loses all scheduling, the filtered views are useless, and the filters that were hidden on legacy dashboard cannot be hidden. I have links to multiple datasets and users have to select organization from each of them. To make matters worse they are forcing all dashboard be migrated by July - I have 750 dashboards and without the above mentioned features they are worthless Alex Zheng
View comment · Posted Feb 14, 2025 · Julia DiGregorio
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Julia DiGregorio commented,
When I run a report of organizations using any filters the data is wrong. I have a side seach tool that shows I have 700 customers but when I run a report it is only showing 500
View comment · Posted Jan 16, 2025 · Julia DiGregorio
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Julia DiGregorio commented,
CJ Johnson Hello CJ - would you be willing to share the metric you created. I have invested over 100 hours in this issue, and am a bit frustrated. Any help you could provide would be greatly appreciated
View comment · Posted May 15, 2024 · Julia DiGregorio
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Julia DiGregorio commented,
@mfg this can be done in SalesForce with custom code.
View comment · Posted May 10, 2024 · Julia DiGregorio
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Julia DiGregorio commented,
Did anyone find a solution for this. I have setup brands for various products that are tied to the organization. However, when signed in the end user can see all organizations their user account is tied to. So they would be able to enter the wrong product (organization) on the wrong site
View comment · Posted May 10, 2024 · Julia DiGregorio
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Julia DiGregorio commented,
Be careful when using the update history table - if you compare the values to the ticket table the information could be different, as the underlying formulas are not the same. I have been trying to do a trending backlog report and the numbers are off between the two reports
View comment · Posted May 06, 2024 · Julia DiGregorio
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Julia DiGregorio commented,
Did something recently change with adding organizations? In the past I never set the user role when setting up the account and gave permissions at the user level. However, for the past few weeks the user roles are being restricted by what's on the organization record.
View comment · Posted Feb 21, 2024 · Julia DiGregorio
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Julia DiGregorio commented,
Megan Leach thanks for the clarification. I tried the app last year and found it very limiting and didn't like the fact you couldn't change the triggers for Open and New Tickets
View comment · Posted Feb 13, 2024 · Julia DiGregorio
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