Custom fields for companies
under consideration
Kristen W.
under consideration
P
Paul A.
This feature was first requested in 2020, and has not had any moment. Being able to add Business Hours, Emergency Contacts, and service hours on the homepage among other information would be very helpful. Is there any plan on having this feature implemented.
Kristen W.
Merged in a post:
customize customer dashboard
N
Nicholas P.
Would be nice to be able to move agreements the left under customer address so its not buried for customers that have longer notes.
Kristen W.
Merged in a post:
Ability to customize your Overview Page.
C
Chrissy S.
Having the Onboarding Templates at the top of the page is not ideal. It is not the first thing you need to see when you get into a Company, The customer info and Quick notes are. Having the ability to customize the layout would be ideal. The templates make it difficult to find the most important information. Can we move them?
Kristen W.
Merged in a post:
Company Dashboard Asset layout
D
Dakota G.
Wondering if we can pull an asset layout to show an overview on the company Dashboard.
Kristen W.
Merged in a post:
Enhanced Website Management in Company Overview
P
P Mueller
We request the ability to add multiple website links to a company's Overview section and customize the title for each link.
Currently, only a single website link can be added, and there is no option to rename it for better clarity.
Proposed Solution:
- Allow users to add multiple website links under the Company Overview section.
- Enable customization of the display name for each website link.
This would help companies organize and display multiple relevant web links (e.g., primary website, client portal, knowledge base) in a structured way, improving usability and accessibility.
Kristen W.
Merged in a post:
Editable company details template
M
Markus Ø.
It would be really nice for us to be able to populate the Details pane with custom info; For example, one of the main challenges for our support desk is knowing the primary identity provider for accounts in each company, so being able to add that next to other info we need to know for everyone would be an absoloute win.
Kristen W.
Merged in a post:
Ability to edit company 'asset' layout OR add Type field to company
A
Andrew B.
Would like the ability to classify a company (e.g. client, vendor, supplier etc)
Kristen W.
Merged in a post:
Customized Customer layout
M
Mike C.
I'd like the ability to add new customer fields to our customer profiles. For example I'd like to add "Contract ID" number field, "SLA Level" dropdown (we only sell 4 SLA's), start date and expiration date of that contract.
I'd also like to ability to view these details in a table on the customers landing page.
Thanks
Kristen W.
Merged in a post:
Customizability of Company Home Page
C
Chase
Allow custom fields to be added to the home page of a client as part of a "quick facts" overview
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