ability to customize the opportunity card and move ALL the objects to display in the order I want to see them.
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Jacob Martinez
right now we can add custom fields to the opportunity card, but we cannon reorder where they are displayed. We can only place them in a specific order at the bottom of the opportunity. I need to be able to create an opportunity "substage" directly next to or below the Opportunity stage...Currently that is not possible.
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Sales & Marketing
Merged in a post:
Customise Field Order In Opportunity Details
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Cooper Stephenson
We can customise how the smaller cards look, however, we also need the ability to be able to customise the layout of the fields once we click into the opportunities themselves.
Currently, they are ordered by the date the fields were created, and in groups of the contact details first, then the opportunity details.
So for example, if we made a new field in opportunity details, and it was a very important field to look at, we would have to scroll all the way to the bottom of the details card to view it every time, and we have no way of moving this field higher.
Similar to how the "Manage Fields" feature works for the overview, we also need a "Manage Fields" feature for inside of the cards themselves.
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Sean Goerss
yes! this is what would make Opportunity Pipelines on parity with Trello - I should be able to organize my opportunity cards in the order I want, and have them stay that way.
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Pallavi Kothari
Merged in a post:
Customized "opportunity details"
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Will Anagnos
it would be nice if I could drag and drop the order of "opportunity details" when clicking on an opportunity card
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John Betterr
GHL struggles building anything using best practices. Everything they build is restrictive, and for no good reason.
Best Practice: Don't limit degrees of freedom.
There simply have been no design standards at GHL until maybe recently.
It's why GHL is so clunky.
Microsoft Excel is the gold standard when it comes to freedom. Congrats to airtable, Monday.com, etc. for getting this. GHL needs to wake up.
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Brian Del Terzo
It would be very helpful to allow users to move and reorder all objects/sections on the Opportunity card (not just add fields).
Enable drag-and-drop (or similar) ordering so fields can match the team’s real workflow and data-collection sequence.
Also, if we could customize what is prioritized on the minimized Opportunity Card (collapsed view) - Clients have key information that they want visible without opening the card. Let users choose which fields appear in the collapsed view. One client for example asked to show Tags at the highest-level view so his team could quickly identify context/status without clicking in. This was something he was used to from his previous CRM. Faster scanning, better prioritization, less clicking. Helps managers and teams triage at a glance.
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Jolene Wiggins
I am running into this limitation as well. I would like to be able to show custom fields on the Opportunity card in a more logical order. Ideally, the fields should be able to be re-ordered to reflect our data collection process.