New: Customizable Summary (in Deal detail pages)
September 3rd update: The beta test is over, and this feature is now available for all companies; let us know your feedback in the comments below.
Hi everyone 👋
We've heard your feedback on Summary panel not always containing the most important details for you, like a custom field that you've created for example.
Or maybe the opposite, it contains something irrelevant for your use case.
Or perhaps you would like to adjust the ordering of the fields you see in Summary
Now there's an option to control all of this for yourself and your entire team.
The functionality is available for admin users and the changes made will be applied to all users across your company.
Comments
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Ready for test!
Please sign me in.0 -
You should all have it enabled now.
You can find the entrypoint at the top right of the Summary panel - just click the "…" menu and choose "Drag and drop fields" from the dropdown menu.
In the modal that opens you can drag and drop fields into and out of Summary. All fields that are removed from summary will be shown in Detail block on sidebar. You can also just reorganize the existing fields without removing any of them.
And as a reminder - these settings will be enabled company-wide for all users and can only be edited by admins.
Looking forward to hearing your feedback!
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Yes please, if we could try it out that would be fab!
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Would love to join the beta
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Would also love to join the beta on this. Thanks
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Hello 👋
All requesters should see it enabled now.
And thank you for all the feedback!
I'll try to comment on some of these below:
"Ok it appears that you can only drop in Deal fields. Would have been great to be able to drop in the contact persons phone number for example"
Yes, that's a valid point and currently known limitation, but we're definitely not ruling out adding it in the coming few months. We do already have a small backlog of additional improvement ideas as well, so it's not in its final state yet."Also the summary now gets positioned under the "Please Fill" fields"
Yes, this was a UX decision that we took - the reasoning is that now Summary can grow vertically and push Important/Required fields below the fold, so users wouldn't know that there's unfilled required fields without scrolling.
We also have heard feedback about Please Fill fields being not visible enough and that leading to their low fill rates (which you wouldn't expect from fields that have been marked as important).
"This works beautifully. Thanks very much. Only deal field I can not move for some reason is Won Time."
Good to hear that you like it! Currently System Fields like Won Time aren't supported. Not ruling it out, but its not in our immediate plans to add it.0 -
Please add me to the beta. Thanks.
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hi, please add me to the beta.
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Agregarme a la lista
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@Rene H - seems I am not active in the beta yet? No rush, just wanted to clarify.
Fingers crossed that edit of summary will be possible on both "people" and "organizations" in the future?!
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All requests enabled now.
@Janus Askø Madsen it should be enabled for you as well. You can access it from any deal's detail page - this dropdown pictured below and select "Drag and drop fields".
If it's not showing up, let me know and we'll investigate.
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@Rene H - works now thanks.
(Fingers crossed this is only the beginning. Would love to be able to edit summary in the same way on organizations and people. Any thoughts on that?)
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Alisha, yes good catch we noticed the same. This was not intentional and we already have a fix ready that goes live already later today.
Janus - yes we are considering it (same point was already brought up by another user above in the thread), but our next step will first focus on offering the same functionality for Persons and Organizations. After this we might come back to offer cross-entity info in Summary as well. I'll keep you posted.
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@Rene H - thank you for the followup. I wasn't even thinking about cross-entity stuff yet, but simply same functionality for persons and organizations. Super nice that is on the drawing board :-D
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@Rene H Sounds very useful for our team. If possible, please kindly enable this on our account. Thanks! :)
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Looks fantastic add me to the beta please
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That's great to hear - Josh and Graig you should both see the feature in Deal Detail page sidebar now.
Also as we haven't encountered any major issues, we're bringing the feature out from Beta, from next Tuesday (3rd September) it will be enabled for everyone.
In case you don't see it, make sure you have admin permissions.Next up we'll focus on enabling the same functionality to Person and Organization detail pages.
And of course, we're still looking forward to your feedback, bugs and improvement ideas about it, even as we're finishing the Beta.
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