Are all of the custom items on the board for a single item visible when i open the item?
I am used to “opening” a lead to manage the lead. When I open a lead I would expect all of the board information to be there on the subsequent screen.
I am a new user but also a seasoned CRM user. There is a ton of custom information on the board for a single item which is great. My question is when an item is open the “half screen” - is all of the information from the board available to see/use?
It would be very frustrating if I have to manage an item using two different screens.