Allow Admin to set universal layout applicable to all other users

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Marcelo Ramagem

• February 24, 2020 19:53

When arranging how fields are displayed on pages, it would be VERY helpful if there was an option that allowed the customized layout to be applied to all other users in my company.

The ability to select which fields show / hide and the order they are presented in a page (for example the side panel in company detail screen) is a great feature. Unfortunately my sales reps don't know about many of the custom fields we've created in Salesmate that would give them extra important info when looking at a company. 

 

The side panel pic above is what I am referring too. We can click on the "cog" icon to change which fields show / hide and drag-n-drop which order they are displayed. PLEASE, PLEASE, PLEASE... give admin the power to set this on other users behalf so admins don't have to login to each user account to make the changes so it reflects how a company wants to present info to reps.

 

 

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  Matt Mayo

  • July 12, 2020 19:22

  YES THIS! please. I didnt even realize that it wasn't that way to begin with, until my reps had no clue what I was talking about lol

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