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mishachellam
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Member since ‎May 22, 2017
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Adfone on April 21, 2017
Display company user-defined fields in Deal Board View (cards)?
Does any one know how to change the display property on the company cards in the Deals "Board View"? Can find a way to delete the default values (Deal $$) but cannot add custom fields. Any help would be much apprecaited. Thanks!
Reply Discussion
3 upvotes
4 Replies
mishachellam
Participant
July 23, 2018
Hi Jenny - I noticed the idea for customizing properties displayed on the board view for deals has ~80 votes. Do you know where this is on the ...read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
mishachellam
Participant
January 16, 2018
Upvote! I run a training program and students can apply to start on different dates and with different areas of concentration. When they apply, they...read more
Jeffrey_U on March 27, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
Reply Idea Account Settings
46 upvotes
49 Replies
mishachellam
Participant
January 05, 2018
Hi Roisin - I'm wondering if you have any updates about the roadmap for permissioning. I'd love more granularity between "View Everything", wh...read more
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