When you have many custom fields on both Contacts and Deals organised in "Sections", show those sections in the Contact and Deal Detail view.
Custom sections in Setup > Customize > Deal / Contact
And in Detail View, should look like this:
The quick view from the pipline, show's these like this:
All I am asking is for the same thing but on the detail view. Otherwise we have to endlessly scroll and remeber which field belongs to which section..... very time consuming.
Part2: It would be great also, to "Customize" which sections to show in the Deals Detail view depending on the "Pipeline". Because we all use piplines for different things, it would be awesome to surface relevant sections for employees so they don't have to scroll to find the relevant sections.
Please sign in to leave a comment.