How to Create a Report to Display History of Changes Made to Records
To report on history changes, you will need to ensure History Tracking is enabled for the selected field(s). To do so, go to the related Object in Settings > Object Manager, and select “Fields & Relationships”. You will then select “Enable Field History Tracking” and select or deselect any fields you’d like to begin or […]
How to Export Reports to Excel
The CRM provides the option to export Reports as a CSV or XLS file within the Reports Object. Below are the steps on how to export the report to Excel. Steps: Example of a Formatted Report: Example of a Details Only Report:
How to Create Reports and Charts
Generate a new report and create a chart using the data in your CRM org. In this example, we create a report on Entities with Investors. Steps to Create a Report: Steps to Add a Chart to a Report: Note: You can add a chart to any report that’s grouped by rows (summary report) or […]
Email Notification Options When Uploading a Document to the VDR/Portal
Email Notifications (by default) are sent out to the users that you share a Document with in the VDR/Portal. Below are a couple of options available to VDR/Portal Admins to change this behavior. Notification Example: Option 1 When uploading a Document, there are multiple options to look at before completing the upload. One of which […]
How to Create a Link or Button that Sends You to a Dynamic CRM Report
Steps
How to Add Advanced Reporting Features
Cross Filters Identify records in the CRM with or without related records (Ex. Accounts without Contacts) After the Cross Filter has been added: Buckets Use buckets to categorize a group of values. After clicking “Add Bucket Column” you’ll select which field you want to bucket, give the bucket a name, and then select which values […]
How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References
Users can send or forward emails to their specified Email to Salesforce (E2SF) email address to add the email as a new Interaction record in the CRM. E2SF will automatically create an Interaction and Interaction References for any Contacts whose email addresses are found in the email (From, To, CC, and Email Body). References will […]
CRM Interactions and Interaction References – Everything You Need To Know
Interactions represent communication between your organization and other individuals and firms. The purpose of Interactions is to log events and accompanying notes that can be valuable to understanding the status of relationships and active fundraising or investing opportunities. Interactions provide transparency across your organization, track emails and calls for compliance, provide insight on coverage and […]
Anatomy of a Record
Within the CRM, all of the information you are storing is saved on records. Records are specific to an object in the database. Think of a record as a row in a spreadsheet, and the object as the tab or sheet where the row can be found. Below is a breakdown of the key components […]
How to Configure State and Country Picklists
Having complete and accurate address data is important when you are planning trips to visit your investors, fund managers, or portfolio companies. By setting up and configuring State and Country picklists for all address fields, you help ensure data integrity. This helps with trip planning (e.g. which of my Investors live in Seattle) as well […]
