Editable Grids - "Show As" Unintuitive Command Button Name


The label for Editable Grids is “Show As” which is unintuitive to our field. A few years ago our team built a custom tool called "In-line Edit" that is very similar to Editable Grids. Recently we implemented Editable Grids for a very small subset of our overall user base, and we relabeled the c...

Read more...
0 Comments

Read more...
0 Comments

Category: General (729)

STATUS DETAILS
New

Editable Grids - Need Sub-totals in the Grid


Our development team built a custom tool years ago before we had Editable Grids as an option; now we are working towards switching our field to Editable Grids. We have a small pilot group using Editable Grids, and feedback our team received immediately, also feedback that we built into our custo...

Read more...
0 Comments

Read more...
0 Comments

Category: Leads or Opportunities (34)

STATUS DETAILS
New

Editable Grids - Need to update non-native Contact fields on Opportunity grid


Currently, non-native data fields are un-editable with Editable Grids enable. Our end-users are confused by the fact that they are unable to edit non-native fields in the Editable Grid. For example, Contact record Segment is a popular field with our users, namely the top 250 revenue-generating ...

Read more...
0 Comments

Read more...
0 Comments

Category: Leads or Opportunities (34)

STATUS DETAILS
New