Show "Sections" in Contact and Deal Detail View

Follow

Roger Chappel

• March 23, 2020 07:10

When you have many custom fields on both Contacts and Deals organised in "Sections", show those sections in the Contact and Deal Detail view.

For example:

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.

Like this:

1

• 

  Reid Kurtenbach

  • May 14, 2020 19:26

  Agreed! This would be really helpful!

  0

  Comment actions Permalink
• 

  NIKOLAOS PEPELIDIS

  • November 11, 2020 07:30

  Agreed!

  0

  Comment actions Permalink

Please sign in to leave a comment.