Introducing New Flexibility: Reordering Custom Fields in Opportunities

Introducing New Flexibility: Reordering Custom Fields in Opportunities

We have exciting news about an enhancement to our user experience. Now, you have the flexibility to reorder custom fields in opportunities easily. This change will enhance your ability to organize data and streamline workflow. It’s part of our ongoing commitment to provide you with tools that save time and improve efficiency.

Key Details:

It’s important to note that this feature applies only to custom fields, not standard fields. This applies to folders as well.

Easy Steps to Follow:

Here’s how you can now rearrange your custom fields:

  1. Go to the ‘Settings.’
  2. Proceed to ‘Custom Fields.’
  3. Select ‘Opportunity’ from the dropdown menu.
  4. Reorder fields to your liking by dragging and dropping them into place.

Screenshot - Reordering of Fields

Screenshot - Dropdown Menu for Custom Fields

Why This Update Matters:

Enhanced Functionality:: By giving you more control over your views, you can customize your opportunities to better fit your processes and overall workflow. This flexibility aligns with our goal to make the SMBcrm platform adaptable to your unique needs.

Improved User Experience:: Many users requested this feature, and we’re thrilled to deliver it! As we continue to evolve and improve the platform, your feedback is invaluable. This enhancement empowers you to manipulate and control your data better, which we believe will boost productivity.

Stay tuned for future updates and improvements on our Product Announcements page.

In Case You Missed It

Don’t forget to check out our recent update, Enhanced Filtering Capabilities for Opportunities, for more tools to optimize your workflow.