N
Nate Lasko
Having the Opportunity Detail Screen be an entire page instead of just a pop up with the ability to customize the layout easily.
-As an admin of a Sub Account, I should be able to change the order of the fields quicky and easily by dragging and dropping in an edit mode.
-Fields should have more types to include Google Maps address links that are clickable
-Clickable URLs in any field
-Field box sizes should auto resize to fit the content. Very annoying to have to manually resize those fields every time. This is ESPECIALLY true in the mobile app where all fields are the same size and if you have any text longer than a short sentence you cant even read it
  • Be able to create different templates for the opportunity details page for the layout and quickly switch between them with a filter option or view option at the top of the page.
  • This has already been posted elsewhere but Opportunities definitely need their own unique sets of notes not tied just to the contacts. The same customer may purchase or buy the services of a business multiple times over their lifetime as a customer. For one of my clients which is a construction company, these notes can be long. Having ALL of these notes in EVERY opportunity becomes overwhelming and counter productive