Deal ID visible in mobile app and on deal page in browser.

Thomas Szteliga
Thomas Szteliga Member Posts: 40 VERIFIED MEMBER
Third Anniversary 25 Up Votes 10 Comments Name Dropper

It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    You could create a custom field and use automation to copy the Deal ID to the custom field.

  • Eric Smith
    Eric Smith Member Posts: 4 NEW MEMBER
    First Comment

    Hi Amit, this feature would be handy for us as well. Do you have any instructions on how to do this?

  • Eric Smith
    Eric Smith Member Posts: 4 NEW MEMBER
    First Comment

    This would be really helpful. Are there any instructions on how to do this?

  • Thomas Szteliga
    Thomas Szteliga Member Posts: 40 VERIFIED MEMBER
    Third Anniversary 25 Up Votes 10 Comments Name Dropper

    @Amit Sarda (AmitSarda.xyz) but this field won't show in the mobile app. Currently, in the DEAL view I moved the block with the BCC email to the top, so I can see the deal ID there and in the URL, but that's still a hack which doesn't work on the mobile app. The deal ID should simply be visible somewhere by default. I also have the automation, that sets a custom field named "DealID" with the DealID. But still, as mentioned, this should be visible by default.