Dear Customers,

We’re thrilled to introduce two powerful enhancements to CRM subforms: Pin Columns and Adjust Column Widths. These features are designed to improve data accessibility and make managing subforms more intuitive.

Why This Matters : 

Subforms are essential tools for organizing complex data, like associating multiple line items with a primary record. However, navigating through extensive subform data—such as product details, quantities, prices, and delivery dates—can be challenging.

To simplify this process, we’ve introduced these enhancements:

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1. Pin Multiple Columns

This feature allows you to pin key columns in subforms, ensuring they stay visible while you scroll through other data.

Use Case:
When managing product details in a deal, you can pin columns such as "Product Name," "Quantity," or "Price" to keep them in view while reviewing details like "Delivery Date" or "Order Status."

How It Works:

• Admins can pin up to three columns via the layout editor by clicking Pin Column near the column header.
• Once saved, pinned columns remain fixed while scrolling.
  

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2. Adjustable Column Widths

This feature lets admins resize column widths to match the amount of data in each field.

Benefits:

• Expand fields with extensive data.
• Compact fields with shorter entries.
• Reduce unnecessary horizontal scrolling for a cleaner interface.
  

How It Works:
Admins can adjust the width of subform fields directly in the layout editor.

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Key Points to Note:

• Admin-Level Control: Currently, only admins can use these features. User-level customization will be available in future updates.
• Layout-Specific Customization: Changes are specific to the layout they’re made in and won’t affect others.

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Release Plan:

These enhancements are now live in partner demo accounts. We will roll them out to all users in the coming weeks.

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We’d love to hear your thoughts! Share your feedback or questions in the comments below.

Thank you for your continued partnership!

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