Customizable portlets

Hello,

it would be nice to customize portlets, the size and columns to display.

For example the Task portlet could include the name of the project it is associated with.

Regards,
Mario

Advancis Service Desk June 02, 2015 13:34

Official comment

Hi Mario,

Thanks for the suggestion here, its something that has come up in feedback from CRM.me customers a few times and we already have this feature added in our roadmap, you can see the feature request here:
https://www.pivotaltracker.com/story/show/58269628

We will soon be organizing our feature requests for our next CRM.me release and this is a popular one. Of course the more support we see for it here the more likely we are to include this in CRM.me sooner. Its a feature I personally would like to see included in CRM.me 3.1 :)

Ross Peetoom June 02, 2015 13:43

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5 comments

Hi Mario,

I just wanted to add that you can add a column for Project to the My Task porlet on the dashboard. Navigate to Designer > Tasks > Layout > Portlet List View - My Open Tasks. Here is a quick video walkthrough http://www.screencast.com/t/agai4xYwq3

Brian O'Connell June 02, 2015 21:05 0 votes

Hi Mario

The Open Tasks portlet now has two extra columns by default - Activity Items and Project - which allow you to add information about Accounts, Contacts, Projects and Opportunities. The information entered into these columns serve as links to the records themselves.

For example, clicking on the opportunity listed under ‘activity items’ in the open task portlet will take you directly to the record of the opportunity in question.

This feature will be available in the next release of CRM.me.

Thanks for the suggestion!

Luke Richmond June 30, 2015 20:25 0 votes

Hi Mario,

In case you missed it we did add this feature in our last release back in September. By default now the Tasks Portlet on the home page will also show links to any related Project, Contact, Opportunity or Account. :)

Thanks again for submitting the suggestion, we love being able to make the platform better based directly on your feedback!

Ross Peetoom December 09, 2015 14:39 0 votes

Thank you guys, issue solved. - Mario

Advancis Service Desk December 10, 2015 14:04 0 votes