Ability to turn on editable grid for one specific view, not all views on that entity


We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.

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2 Comments

Category: Leads or Opportunities (34)

STATUS DETAILS
New

Custom Aggregation Headers on Grid Views


We use Grid views for opportunity tracking and forecasting. Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on oppor...

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5 Comments

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5 Comments

Category: Leads or Opportunities (34)

STATUS DETAILS
New