This is specific to the content of the “box” graphic in Board view.
The “box” appears to be built using budget, deal name, and status.
I’d like the Deal Name to reflect only the elements of the deal. Right now, we seem to have to append a Company identifier within the deal name to know to whom the deal is attached. Is there the ability to customize what’s in the “box?” Or, is this locked down? based on license?
We’d like the box to have Associated Company, Deal Name, Budget, and Status.
Currently customizing the deal card is not a functionality of the tool. It is a highly requested one, though. I would encourage you to follow this idea and give it an upvote to improve the likelihood of this functionality being implemented in the future.
It’s been a while but I wanted to share a quick update here. It’s now possible to customize the properties shown on the record preview cards: Customize records
