I am reaching out to address a concern regarding the functionality of Monday CRM, specifically in relation to the Connected table Widget.
Currently, when accessing individual customer pages, it is not possible to view various columns (e.g., SubItems, Date, Check box) in the Connected table Widget. Additionally, there is no option to directly edit these columns within the widget or seamlessly transition to the connected table for further modifications.
This limitation came as a surprise to me, as I had not anticipated such basic functionality to be lacking in Monday CRM. Unfortunately, given the crucial role this plays in our company workflow, I have made the decision to continue utilizing “Notion” for these purposes.
In “Notion,” the ability to freely modify and add data within each customer page through “Data Relation” provides a seamless experience, allowing us to access and manage all items efficiently.
While I understand that Monday CRM may come at a higher cost compared to Notion, I sincerely hope that essential functionalities like these can be promptly addressed and implemented. Should these issues be resolved in the future, I would certainly reconsider transitioning our company CRM.
Thank you for your attention to this matter. I look forward to your prompt response and any updates regarding the improvement of Monday CRM’s features.
Warm regards,