Exciting Update: Companies Module Enhancements
We are thrilled to announce a significant release of new features to our Companies module, aimed at improving how you interact with and manage your company records. With these updates, you’ll experience increased customization, improved data management, and streamlined workflows.
Key Features of the Updated Companies Module
Custom Fields for Personalization
Now you can tailor your company records by creating, editing, and updating custom fields. This allows you to track data points unique to your business operations.
Enhanced List View Management
Customize your List View by managing which fields to display, giving you a more focused view of your records at a glance.
Powerful Advanced Filters
Apply our new advanced filters on both standard and custom fields to conveniently narrow down company records to those that matter most to you.
Flexible Sorting Options
With enhanced sorting capabilities, you can sort company records by any field, such as Name, City, or other custom criteria, giving you quick access to the information you need.
Improved Search Functionality
Search across both standard fields (e.g., Name, Phone, Email) and any custom fields, ensuring you find exactly what you’re looking for with ease.
How to Utilize These New Features
- Navigate to the Companies section under Contacts in your account.
Company Overview
- Utilize the “Manage Fields” feature to select and arrange columns in your desired List View.
- Leverage the “Advanced Filters” to zero in on specific company attributes.
- Implement sorting directly in the List View to organize your records efficiently.
- Use the search function to find companies based on any criteria, thanks to expanded field search functionality.
- Add new custom fields by navigating to Settings -> Custom Fields.
- Manage tasks and notes directly from a company record, with comprehensive filtering and sorting options.
Benefits of the New Companies Module
- Increased Flexibility: Handle business records with enhanced customization options.
- Streamlined Operations: Simplify daily operations with filtering, sorting, and advanced search capabilities.
- Better Accessibility: Quickly access relevant company information to drive more informed decision-making.
Looking Ahead
We are continuously working on improvements. Here are a few future enhancements to anticipate:
- Company Workflows: Automate tasks and activities related to companies for more efficient management.
- Module Integrations: Seamlessly link Companies with Deals or Tasks for optimized cross-module workflows.
Stay tuned for more innovative updates to enhance your experience even further!
In Case You Missed It: Check out our previous update on Enhance Your Workflow with New AI Bot and Status Automation.
