Sheet Director Newsletter for the month of December_2024

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   Sheet Director - Jivrus Technologies



Sheet Director Newsletter for the month of

December 2024

Sheet Director updates


Updates:


Videos Spotlight:

Welcome to our Video spotlight, where you can explore the magic of seamless integrations that can transform your workflow.

Sheet Director Features: Check out this amazing video showcasing the features of Sheet Director.

Distribute Service: Check out this amazing video showcasing how to transfer data to multiple sheets.


Note: Transform your business and achieve breakthrough results with our expert Professional Services, designed to help you harness the power of intelligent integration and hyper-automation.

You can see what is happening with the Sheet Director by following the What’s New page.


The User of the Month - December 2024


Join us in congratulating Michael Keplinger, selected as Sheet Director's User of the Month for December.

This is what Michael thinks about Sheet Director:

"It is fast and efficient at pulling data from our Cin7 software to keep an alternate form of stock-keeping."


You can find the User of the Month featured prominently on our community website's Spotlight page. For further information, please visit the Spotlight page.


Challenges and Solutions


Challenges faced 65454


Andy who is an user of Sheet Director wrote to us asking the following question 


"Hello, I'm trying to import Opportunity fields from Salesforce into a Google Sheet. 
I'd like to filter the Opportunities by Stage to reduce the number of rows. However, I'm only seeing an option to filter with "=" (equals). 
Is there a way to filter by multiple stages at once? For example, can I import Opportunities where the Stage is 'Closed Won' OR 'Negotiation/Review'?"


Proposed Solution


For Andy's question, After reviewing the issue, we introduced the "contains" filter option. 

This allowed the user to filter Opportunities based on multiple stages, enabling them to include stages such as 'Closed Won' OR 'Negotiation/Review' in a single import.





Read more about Sheet Director & Salesforce integration @ https://sheetdirector.jivrus.com/apps/crm/salesforce

 

    

Jivrus Technologies

      

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