La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Add a feature to specify the order of CRM card of assocaited records depending on which record you are viewing them from.
The feature would need to be able to specify a field and the ordering, so if you select a Date you could pick "newest to oldest", if a number "highest to lowest", or text field "alphabetic ascending".
We would like this as well, although we would want to order the contacts associated with a company by order of who is our top contact, at the moment it just puts them in order they were added to the system
This ask is coming i can feel it. pretty sure the default is currently create date oldest to newest-- create date is virtually useless for a sales operation. Should be based instead re-ordered using interaction data.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.