I need to update the properties - for instance “SBA Listings” with other property values that show up on the contact cards in board view. There’s no way for me to adjust this and support told me there’s a public beta available for all accounts / plans, but I cannot find that either. Please help
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Enhanced board experience and Board View for Contacts & Companies
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Hi @sba,
My recommendation for these types of tasks would be to briefly switch to the list view to bulk select and update records:
I’m not aware of a beta that solves this specifically, but I might not be up to date. If you have an open support conversation, ask the support rep about the beta enrollment.
Best regards!
Okay got it - I’m trying to change what shows. Our team will mainly work in Board View to track pipeline - and want an easy way to view properties. For example, I don’t want to see SBA Listings as the owner, and instead show something like City or another property.
