How do I Customize a Deal Information Panel?

[DrAJ71]

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

[karstenkoehler]

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!

[DrAJ71]

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