Thank you for your continued feedback on this idea.
I am happy to share that we are targeting a beta release for Feb 2021. Admins will be able to customize secondary properties (amount and close date for Deals and time open and owner for Tickets) for all users in a portal.
I was directed to this thread by a support Agent after I had the enqurie about my specific case use of customising the card.
We have a dispatch team that relies on filtering order status from descending order (oldest first) for dispatch - I would love to be able to change the "Close Date" to ""Custom" Date" and have a property that allows it to be customised from x days when the status has been changed on the deal (from New order > Paid). In this scenario, "Custom" would be Dispatch, so our team would know when the advertised "3-5 business days" is coming up.
Would also +1 to colors, please. That would be able to categorise orders and add flair to VIP clients.
We also need to be able to customize what amount is displayed at the bottom of the card view. It would be very beneficial to be able to have an option of what amount you want to see at the bottom.
I would also say the exact same for Ticket cards. Moving issue tickets thru the service pipeline is simplified and less time is spent searching through the ticket records for information that could be availsble at-a-glance.
As many have already mentioned: - A color coding system would be great- warning colors for example. Green - all tasks are done and it looks good. Yellow- should take a look. Red- day to act.
- The opportunity to choose what you want to see on the card is a MUST- we need notes, the last activity in a short text so the sales person don´t need to click on the deal to know what to do or to answer when customer calling.
- Tags- take a look at Trello
- Filter functions- all "Red" deals shown first- the sales person know where to act.
- Rating system other than amount of deal. (Where should we spend the most time) Our most important leads are not always based on amounts.
We looking forward to this feature! If this is done, we do not need to look at other solutions.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form.
I agree! I'd love to see an icon or color coded option available for each deal on the board that allows sales reps to quickly identify leads of high priority so they can better focus their efforts on the most valuable deals for their team.
Hi @ybaptiste -- I just tried access that Beta request form and it said it is unavailable. Could you check permissions on it? I'd love to get our client into this beta!