Pick which fields are important to show up elsewhere
Hi,
Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to.
Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quickly see the Company custom fields only the very basic information, causing a slow and painful workflow of back and forth clicks.
It would be good to be able to set which fields are "important" so they show up on any overviews.
Thanks.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.