Reimagining CRM records – show us your customization superpowers!

Hello eveyone…took me forever to find this post again :sweat_smile:

I think this is my new favorite tool after reports…

so my favorite uses are:

For companies:

- Total anual revenue in a report :chart_increasing: : this is a quick view of the amount of $ this client represents in a year

- Unpaid invoices :police_car_light: > this is a great warning to see which client is owing you money

- Associated companies (for economic groups and their child companies)

- Associated contact with labels by buying role > Identify the decision makers at a glance specially when you have a lot of contacts associated to a company.

I’ll come back with more for the other objects :slightly_smiling_face: