Via customisation, i have added Amount, Close Date, Deal Owner and Company to the Board Customisation.
All seems to be working fine, except, Compnay. The Company is only populated and showing on about 3-4 cards out of a possible 100+
I cant see anything different between the deals it is working on and the deals it is not.
Has anyone had the same problem?
Hi @RGrierson
Can you share a screenshot of the deal card settings as well one of the deal records for a deal where the company isn’t showing. My initial thought - without having seen you setup - is that maybe there are no companies associated with the deals?
Frank
Thanks @RGrierson
The deal cards only display deal properties - so I assume “company name” is a custom deal property that was created in your portal. You can check this by searching for “company name” by clicking the “view all properties” button at the bottom of the “about this deal” section in the deal record view. I would expect “company name” to show up there and be empty.
You already showing the asscociated company on the card - the little grey company icon, so that info is there but you need to hover over the icon to see the company name.
Hope that helps.
Frank
Thanks, i have fixed it with a workflow to set the company name on the deal.
Fixed it! I needed to re-run a workflow which sets the Comany name field on the deal.
