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Status Shipped
Categories CRM App
Created by Guest
Created on Jan 18, 2021

RELATED IDEAS

Adding Division/Company Name to Related Tab

When adding a contact to the related tab under a opportunity there are currently only 3 columns which are on display, 'Record', 'Relationship' and 'Comment'. Whenever you look at the related tab you can then only see the contact person, you do not know and it is not clear what company they work for until you click on them for more details. My idea is to add another column in the related tab to show 'Company/Division' company name, so it is clear and easy to see on first glance which companies are related to the opportunity.

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  • Guest
    Reply
    |     Feb 8, 2021

    I agree, this can only help and make things easier and help us for the future

  • Guest
    Reply
    |     Jan 18, 2021

    A super idea! This will help no end

  • Guest
    Reply
    |     Jan 18, 2021

    Great idea as it would help us users.

  • +52
2 MERGED

Related Tab needs to show hierarchy results also

Merged
At contact level in the Related Tab it only shows individuals name and relationship which is ok when there is just one other contact of same name. However when you have 3 or 4+ same named contacts working from different divisions it would be bette...
Guest about 5 years ago in CRM App 0 Shipped
1 MERGED

Related Tab to Show division details

Merged
Related contacts only show their name, and not the division as well, so you can't tell on a Lead who is who without clicking on each one individually
Guest over 4 years ago in CRM App 0 Shipped