We’ve introduced several new functionalities to the company’s features, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline workflows.
This feature is currently in your company tab inside the contacts module. Click on your smart alert: “Company Enhanced UI + Custom Fields.”
What’s New?
1. ► Create, Edit, and Update Custom Fields:
Tailor your company records by adding custom fields to track data points specific to your business needs.
2. ► Manage Fields and Customize List View:
Decide which fields to display in the List View for a more focused view.
3. ► Advanced Filters:
Apply filters on standard and custom fields to narrow down records.
4. ► Sorting Options:
Sort company records by any field, such as Name, City, or custom criteria.
5. ► Enhanced Search Functionality:
Search across standard fields (e.g., Name, Phone, Email) and custom fields.
How to Use?:
- Go to Contacts on the left panel in your account and click “Companies” in the top bar.
- Use the “Manage Fields” option to select and arrange visible columns in the List View.
- Open the “Advanced Filters” pane and select criteria to filter your company records.
- Click on the Sort on the top in the List View to sort records by the chosen field.
- Use the search bar to locate companies based on any standard or custom field.
- Navigate to Settings -> Custom fields and click on “Add Custom Field” to start adding new fields.
- Go to a company record and select the task icon on the right panel to go to the Tasks Pane and Create Task sidebar with filters, sort, and search
- Go to a company record and select the note icon on the rightmost pane to go to Notes Pane and Create Note sidebar with filters, sort, and search
Why This Feature?:
- To enhance flexibility in managing business records and enable more accounts who deal with companies on an everyday basis
- To streamline day-to-day activities by providing advanced filtering, sorting, and search capabilities.
- To ensure users have quick access to relevant company information.
What’s Next?:
Here’s a sneak peek into future updates for the Companies module:
– Workflows for Companies:
Set up automation to manage your company operations.
– Integration with Other Modules:
Link Companies with Deals or Tasks for seamless cross-module workflows.
