Customized data fields for each user
I think it would be much more convenient to have different data fields when creating a deal depending on which user is creating the deal as different products (eg insurance and hardware product) need different data fields. As of now the data fields are fixed for each deal for the company as a whole.
Mike van der Valk Posts: 4,055edited July 2022 #2
Thanks for sharing. Would you say it's more convenient in your use case to set this per users or perhaps per pipeline/stage depending on what product you're selling. I want to understand how it could best help your team so I can pass on this suggestion to our team here.
Right now we're not working on something like it unfortunately but would be a great addition I agree!0
Ole Heinrichs Posts: 2edited February 2022 #3
For us it would be more convenient to have different fixed data fields for different users as we have different people responsible for different products.0
Mike van der Valk Posts: 4,055edited August 2020 #4Ole Heinrichs said:
For us it would be more convenient to have different fixed data fields for different users as we have different people responsible for different products.
Thanks @Ole Heinrichs it's unfortunately not in the plans now but with that extra information you gave I can pass on this feedback to our team, hopefully we'll be able to do this in the future.0