Ability to customize "Contact" "General Info" and "Additional Info" folders
A
Ali Turner
We've now gotten the ability to organize custom fields more thoroughly by creating folders - great. What we need now is the ability to delete or rename the standard/default folders for Contact, General Info, and Additional Info. They're just too vague and weird. We should be able to edit those just as well as we can create new folders. ALSO should be able to show Opportunity CFs on the contact view page.
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D
Danny Pettiona
Also having the ability to hide items on the contact card. For example, if I am not running any memberships - hide offers.
Or, if you never need the DOB of the customer, hide it.
B
B Das
Definitely support Opp CFs on lead forms. Just makes sense given the purpose of the form! I assume if a contact entered another lead form, the original data will be overwritten.
Example: on a lead form we capture a particular interest via checkbox. If they come back and are interested in another category, the original interest will be lost? Seems the field should be per Opp, not per Contact given it's Opp specific.
Hope this makes sense.
D
David Goes
I agree good idea