I have a simple question. When applying a filter. After you find the records you want, how do you return to a complete list of deals, people, etc.?

My boss likes me to send me a brief report each week about my previous week of prospects and sales. Basically the day and date they came in, their names, what they were interested in, buying or renting, and what product, and next step. Would there be a way I can automate this so I don’t have to create this email to send to her every week? What would be the best way to handle?

Paul, once I set up a personalized field in the Person section por example, if I entered the type of field as numeric is there a way I can change it to monetary o something else without deleting the field?

Paul, where can I learn more about filtering and logic. At least with Insightly I was constantly getting unexpected results. And I couldn't always figure out what was causing the unexpected results. Do you have like a list of common mistakes, or things that are likely to cause issues (I learned, for example, to set up one condition at a time, examine the results, and then add another layer). But even doing that I never quite mastered it - and so I never trusted that the data I was getting back was actually accurate and not missing anything. Would love any further guidance you might have on this topic.