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Chris Hayman
New Contributor
October 31, 2024
Solved

Unlock the ordering of the first fields (Star, Opportunity Name, CRM Score Opportunity Owner)

  • October 31, 2024
  • 0 replies
  • 170 views

it would be nice to have more control over what we can show in the grid. 

    This topic has been closed for replies.
    Best answer by Kenna

    Hi, @Chris Hayman! While you cannot move the first column (Opportunity Name and the Star beside it), you should be able to adjust the Owner column for now using Configure Columns in the top right, and I’m happy to inform you that we are currently developing the ability to change the ordering of the CRM Score in Configure Columns as well.

     

     

    Kenna
    Community Manager
    KennaAnswer
    Community Manager
    November 12, 2024

    Hi, @Chris Hayman! While you cannot move the first column (Opportunity Name and the Star beside it), you should be able to adjust the Owner column for now using Configure Columns in the top right, and I’m happy to inform you that we are currently developing the ability to change the ordering of the CRM Score in Configure Columns as well.

     

     

    Kenna Valdez, Manager, Customer Community, Clari
    Chris HaymanAuthor
    New Contributor
    November 12, 2024

    Thank you for replying. Ok so no plans to move the Name/Star.

    It’s nice to hear that the positioning of the CRM score will be more flexible in the future. Hoping to see all this in Forecasting Expanded Grid. Seems right now I can move Owner in Opportunity Grid but not in Forecasting Expanded Grid. 

     

    Kenna
    Community Manager
    Kenna
    Community Manager
    November 18, 2024

    Hi, ​@Chris Hayman — I’m wondering if you wouldn’t mind sharing your feedback about adding all of the column configuration capabilities available in the Opportunity Grid to the Expanded Grid in Forecasting. I think it’s a great point, and if you create a new topic and select “idea” (as shown below), your feedback will automatically go to our Product team’s feedback repository, and other users can upvote your idea here in the community too.

     

     

    Kenna Valdez, Manager, Customer Community, Clari
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