We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Hello all,
I don't know if you realize how hours are exported. I have managed a connect site for 5 years, but for the most part your work is on aggregate information. I currently manage a connect site that tracks and reports hour entries with granularity.
When you export your hours, you are exporting hours based on the start date of the opportunity (YUCK). If you are looking for hours that were just submitted to your site, you must find them by selecting an export based on the start date of the opportunity. Obviously, for ongoing and runs until needs, this is absolutely disgusting to do when you are looking for just the hours that have been submitted to you recently.
I don't know how we got here fam, but this is bad. The solution is easy--I need the column referenced on the hours page to be listed and exported based on date the hours were added, not date the opportunity was posted. But to do this, they would need to change everyone's default settings from the one that doesn't make sense to the one that does.
So please--speak up! I bet you didn't know you were pulling hours on the hours tab based on when the opportunity was posted. If you actually have a use for hours based on when the opportunity was posted, please let me know what situation you're in and why that would make sense to you, because I cannot fathom a use case where this would be the desired default.
0 Votes
1 Comments
Shonie K. posted about 2 months ago Admin
Hey Nick,
Good afternoon!
When you export your hours, you are exporting hours based on the start date of the opportunity
The solution is easy--I need the column referenced on the hours page to be listed and exported based on date the hours were added, not date the opportunity was posted.
Thanks,
Shonie
CX Specialist
she/her
0 Votes
Login or Sign up to post a comment