Introducing Enhanced Custom Fields: Streamlined Opportunities Management

Experience Enhanced Custom Fields for Opportunities

We're absolutely thrilled to announce several enhancements to our custom fields for opportunities. These exciting improvements have been structured and designed with the end-goal of providing you, our valued clients, a more streamlined and focused user experience.

Fixed Model Height for Consistency

We have made a significant adjustment in our model height. It remains fixed now which gives a consistent and unchanging display for custom fields for each of our clients' opportunities. We took note of the previous issue with the model resizing and successfully addressed it, enhancing the functional aesthetics of the interface.

Simplification of Task and Notes Tabs

With a view to decluttering the interface, we've effectively removed the "Add Task" and "Add Notes" buttons from the tasks and notes tabs. This update stems from the realization of redundancy in buttons, helping reduce unnecessary complexity in the user interface.

Less is More – Removal of Cancel Button

In line with our goal to further simplify and optimize the user interface, we have cut down the superfluous. The cancel button from the task and notes tabs has been removed, further reducing redundancy and discouraging distractions from the user's focal point.

All these enhancements are tailor-suited to galvanize the viewing and editing process for custom fields in the opportunities section. Users can now manage their opportunities more effectively and efficiently, with fewer distractions and paring down of unrelated functionality. The enduring objective stays crystal clear – managing opportunities better than ever before!


Looking to understand these nifty updates better? Why not Request a Demo today and get hands-on experience with our platform's groundbreaking improvements.

Know more about our upgrade history? Check out our previous product update on Conversation AI, which revolutionizes business communication.

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These enhancements are designed to streamline the viewing and editing process for custom fields in the opportunity section. Users can now manage their opportunities more effectively, with fewer distractions from unrelated functionality. 🎯