Custom Field use for Product Table

Katie Moore
Katie Moore Posts: 14
Photogenic First Anniversary

We use a custom Notes field for Products that include deadlines for when we need an asset from a client. I'd like to be able to pull this information when using the Product Table for a Document Generation, but the "Notes" that are being pulled are those created manually when attaching Products to the Deal.

It would save us a great deal of time if we could include Custom Fields in the Product Table rather than making a note for each product, especially when some clients have upwards of 50 products.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2021 #2

    Thank you for your feedback @Katie Moore , we appreciate it! 

    Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
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    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.