Have tabs for the fields in the Deal Page

Neuro Chambers
Neuro Chambers Member Posts: 2 VERIFIED MEMBER
First Comment Photogenic 5 Up Votes
edited June 2023 in Ideas and Product Feedback #1

Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.

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Comments

  • Graham Cox
    Graham Cox Member Posts: 158 VERIFIED MEMBER
    100 Comments Second Anniversary 25 Likes 5 Up Votes

    Yes to this. Even with custom fields per pipeline, I still find it very hard to find the field I want. Too much scrolling. I end up using Ctrl + F a lot. Collapsible headings/groupings of related custom fields would be great.

    Also it would be great if we had the ability to only show certain custom fields if another field is populated or has a certain value etc

    Also filter A-Z, Z-A, only populated fields, only unpopulated fields etc.

  • Andrew Earles
    Andrew Earles Member Posts: 10 VERIFIED MEMBER
    25 Up Votes Second Anniversary First Comment Photogenic

    yes this would be great