The new Company “Account Overview”, would have a lot more potential
if we were all able to customize both the assocated card info and the info in the window that opens.
The new Company “Account Overview”, would have a lot more potential
if we were all able to customize both the assocated card info and the info in the window that opens.
My team is trying to utilize the Account Overview page, but finds it needs the ability to add specific fields to make it functional and not require clicking more pages or keeping a separate spreadsheet.