Super Charge Salesmate: Add a "repeater" custom field or new module type to allow TRUE customization
Give us the ability to add "child" records to any object module.
Currently, the only way for us to add custom forms or information that gets linked to a parent record such as Deal, Company, or Contact is to create a custom activity type. This gives us a one-to-many relationship but the use of custom activities for capturing information is less than ideal.
I am proposing salesmate create a new module type that lets users create custom forms that they can link to parent records. This would be a game changer.
It would allow us to attach forms to other objects for just about anything imaginable such as sales orders, internal prospect pre-qualification forms, service order details, etc.
For this to be useful, it would also need to be searchable (be able to filter) directly from the parent records such as list page for companies, contacts, deals, etc.
If a full blown module is too much or too bug of a feature, then perhaps a similar purpose / functionality can be achieved via a "repeater" custom field... that lets us add several entries tied to a single record (much in the same fashion as in invoicing app allows you to add multiple invoice line items of products purchased for a single invoice).
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Here is a more specific example of how I would use a "repeater" field inside a company record.
1. Create a new custom field repeater type field called "Invoice URL"
2. Add via API or manually a url that points to a specific invoice issued to the company I am looking at (Ex ABC Inc)
3. Then my sales reps are now able to quickly view past purchases by clicking on the link for each invoice linked to that company
4. It would open up a new browser tab and take my sales rep to that specific invoice
This is just a small example of how I would use a repeater type of field (a field that can create a one-to-many relationship) with a salesmate record such as contacts, companies, deals, etc
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