Companies Module – Major Release
We’ve introduced several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows.
This feature is currently in Subaccounts > Labs > “Company Enhanced UI + Custom Fields”
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 Customise 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 both standard fields (e.g., Name, Phone, Email) and custom fields.
- In a subaccount, go to Contacts on the left pane and click on “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 selected 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 task icon on the rightmost pane to go to Tasks Pane and Create Task sidebar with filters, sort and search
- Go to a company record and select note icon on the rightmost pane to go to Notes Pane and Create Note sidebar with filters, sort and search
- 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.
Here’s a sneak peek into future updates for the Companies module:
– Workflows for Companies:
Set up automations for managing your company operations.
– Integration with Other Modules:
Link Companies with Deals or Tasks for seamless cross-module workflows.
