Opportunity Card Customization (with custom Opportunity Fields)
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- I'm trying to solve the problem of including one of my custom opportunity fields as a custom field in the Opportunity Card (having it be a choice in one of the 4 drop downs)
- I can't see the custom opportunity field in a card, only in list view
- Ideally, my custom opportunity field would be one of my choices in the drop down for each of the 4
- Seems like an easy fix!?
11 Comments
Would also love to see last contact date as a field on the opportunity card.
Agreed! I would like to be able to select "Inactive Days" as a field to view on the cards.
I would like to be able to select Last Contacted or Inactive Days as a field to view on the cards.
Agreed, an expansion in the number of fields that can be selected in card view would be super helpful. More system and custom fields.
Agree. Last Contacted or Last Activity Date would be great to have.
Ditto these comments. Would be great to add custom fields to the opportunity card.
Yes, we would also like this feature. As a developer I can see it would require an extra request but it seems relatively easy to implement overall. Looking forward to having this feature. Thanks.
Need to have this feature in order to run an Accounts Receivable report and an Accounts Payable report.
Would love to see this as well!
Agree with the above! Seeing a custom field on the Opportunity Card would greatly help our team
agreed, and would like to have ability to manage the view/search within the team...
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