topic Re: How do I Customize a Deal Information Panel? in Tips, Tricks & Best Practices

How do I Customize a Deal Information Panel?

DrAJ71 — Mon, 19 Feb 2024 19:57:27 GMT

Hi all,

I'd be grateful for some advice please?

If you look at the image associated with this post, what is the panel on the right (pointed to by the red arrow) called, and is it editable? (and if so, how/where?)

I've received a request to move Company and Contact information to the top of the panel, but i can't see where this might be editable.

This panel comes up when i click anywhere on a deal card on the deal board.

Any help greatly appreciated!

Sincerely,

Andy Johnston

Re: How do I Customize a Deal Information Panel?

karstenkoehler — Mon, 19 Feb 2024 20:05:32 GMT

Hi @DrAJ71,

As far as I know, the order of the elements in the sidebar cannot be changed. There aren't any settings specifically for this.

Best regards!

Re: How do I Customize a Deal Information Panel?

DrAJ71 — Mon, 19 Feb 2024 20:41:41 GMT

Thank you for the information Karsten, I do appreciate it.