More filter options on Color-Coded Opportunity Pipelines (Smart Tags)
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Whitney Wilde
I love the addition of the Color-Coded Opportunity Pipelines (Smart Tags) but the rule filters need more options. For example, you can set a rule for "Last Stage Change Date IS" then select different time frames, but we need other options like "is not" or "is more than."
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Jolene Wiggins
We need more filter options on smart tag, e.g. apply a tag if a required field is missing, if there has not been any activity for x number of days, if no future activity is currently scheduled, etc. This is a great, helpful feature but the current options are far too limited.
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Roxy Rhodes
THIS! I can't believe we can't add tags for people who have been stuck in a stage for more than 7 days for example
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Ashley Harsveld
The whole box should change color not add more text in a box which already has way too much fluff text
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Hide MyName
Also, they are NOT being pushed in Snapshots. Huge issue and not scaleable.
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Renz Bernardo
I hope the Multiple Entry field will have more option than "is" "is not". Please add "Is any of"
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Keith Besherse
One of many oversights in the implementation process of taking suggestions from the ideas board to The Platform in the field.
The example gives 90 days, but there is no option.
The logic would be simpler if the logic operator had the standard options (instead of ONLY “is”): is, is less than, is greater than, is not, etc. Then the value field could be a simple value.
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CRM Admin
Smart Tags Rule allows you to choose multiple "Stage is" (without using or) but the tag breaks and stops being added when you select more than 1
Also you can't push Smart Tags through Snapshot. Will this be possible?
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Jason Chagnon
This is NEEDED!
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Michael Scott
It is so strange that this is not available because even in the help docs it explains this use case. Why explain a use case that is not even possible?
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Brad McMahon
We definitely need this updated. Currently it is VERY limited. ie. Color Coding Opportunities with Smart Tags. I am trying to set up a stale lead tag in pipelines. How to a set up if last updated greater than 7 days ago. ERRORS: If I dont select a field, I get a set of drop downs shown in image 1. If I select a field first, then my only options is "IS". There are NO options for greater than or less than. Am I missing something, or is this a BUG. Once I select a field the ONLY option I have is "IS" . Updates IS NOT Last 3 days etc would be more helpful
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