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Hanneke
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Member since ‎Jul 25, 2021
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Hanneke Stam-Vogels

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BenjaminSF on April 10, 2020
Customize what information is shown on information cards on right sidebar
Currently, there is no way to customize what information is shown on the right hand side bar within the information cards. For example, if you're in a contact record, the company contacts will be listed to the right, however it only shows thei read more
Reply Idea Contacts & Companies
210 upvotes
46 Replies
Hanneke
Member
November 08, 2021
This feature helps, but doesn't entirely do the trick for associated deals. When a contact or company has many deals, it clutters the overview. I wou...read more
Hanneke on October 27, 2021
Line Items as a selection criteria in Deals
I'd like to be able to make a view in Deals based on Line Items. This is not a selection criteria right now. Case: we have several different line item (groups) and we have several sales teams. Some deals are just for one team, but many times, read more
Reply Idea Deals
2 upvotes
0 Reply
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