Improve View of Records for Contacts, Company, and Deals: Show Property Groups on left
Jun 17, 2019 4:46 PM
The lack of customizable views on the individual record in contacts, companies, and deals makes adoption of SFDC users frustrated.
Quick Solution: Give the option to view Deal/Contact/Company property groups on the individual in the left-hand column. Enable the option to move grouping of properties up or down, expand/collapse and save that as the default view or open as last viewed.
Currently, we cannot see any categorization of properties on the record. Instead, we see a long list of properties making it challenging for sales reps who need to collect a lot of data before making a sale. By grouping these, the rep can prioritize and categorize what they need for ease-of-use and operational efficiency.