Major release for companies module

News & Updates

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January 15, 2025

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"

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 both standard fields (e.g., Name, Phone, Email) and custom fields.

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