Rob2050

Is it possible to get a list or report of Thoughts with no parent? It occurs to me they are "pinnacle" topics or things that should be connected elsewhere, both of interest!

Thanks,

Rob.

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Rob2050
Ok. So there is a report that does exactly this. I don't use Reports very often, maybe I should?
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NickMilner
They're surprisingly helpful, especially for gardening. 🙂
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Rob2050
@NickMilner what other gardening do you do from the reports?
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NickMilner
Every so often I use reports to check consistency. For example, each customer is represented by a thought of type :Customer and they should all be tagged with...
  • Tier. E.g. #Top50, #Top100, #Below350 etc. This is an indication of their importance
  • Vertical. The industry vertical or verticals in which they operate
I can use this information to target specific customers when we have new products or services, for example.

Problem is I often forget to add the tags, especially if I'm rushed. So, every so often I run my saved "Customers awaiting setup" report which shows all :Customer thoughts that don't have any of the tier or vertical tags configured. I currently have 28 of them. :/

Another, slightly more involved example is ensuring that all my 😮pp (sales opportunity) thoughts have URL links to their Salesforce opportunity record so I can keep an eye on what the sales department is up to.
  1. I run a report called "All opps" which simply includes all thoughts with the 😮pp type (a subtype of :Engagement)
  2. Click the menu button and "Add All to Selection". This makes the selection box appear on the left with all the sales opportunities from the report.
  3. Run a second report called "Opps with SF link" which shows all thoughts "By attachments" with a "URL attachment" called "SF Opp".
  4. Click the menu button and "Remove All from Selection" this time.
This leaves me with a selection box containing all sales opportunities that I haven't yet set up a Salesforce link.

Stuff like that. 😉
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Rob2050
Sounds like you are using The Brain like a CRM system... interesting! Thanks for the info!
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