Ability to view tags, tasks, notes and upcoming appointment on Opportunity card in the pipeline view
complete
M
Morné Van Loggenberg
It would be great to be able to see the tags, notes, tasks and upcoming appointment on the opportunity card (when hovering over the card element), within the pipeline view. This will support customers with "information at a glance" without needing to click into an opportunity to view this information. This was available on the UI for a short time, but was then removed recently.
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P
Pallavi Kothari
complete
As mentioned by Morne, this feature is now available in Opportunities. Thanks a lot for your feedback.
M
Morné Van Loggenberg
Looks like this feature is now available and has been moved to a different section of the UI. On Opportunities at the top right, next to the + Opportunity button - click the 3 dots. There you will find the option to select what to show on the opportunity card. Here you can choose to show Tasks, Notes, Calendar Event etc.
J
John Crozier
It would be great to see the number of pending tasks and appointments in this view as well.
R
Royce Dockrill
It would also be nice to see a blue bubble with the number of Notes, then you know if there is any reason to hover over the icon in the first place.