On my monday.com, if i click “Open Item page” in the table board view, it pops up the items (currently defaulting to emails and activities) over my table and sometimes opens up a new email but not always.
I was just with a colleague who also has M.com and when he clicks on the same thing it pops up in a new pane on the right side of his screen and always has a new email ready to go.
I cannot for the life of me find the settings that allows that view and to make sure it always opens a new email.
Are you using a desktop or browser version when this happens? Do you know if perhaps you are using a different board view rather than the main board view when you’re clicking “Open item page”?
It would be super helpful to see a screenshot of this behavior so we can better understand why this might be happening!
and you can see below that it goes mostly full screen, but when i looking at a colleague (different company) copy, his opened up on the right side of the screen in split screen tile.
I found this old thread describing my Problem.
In all my monday CRM workspaces the item view is filling the whole screen in all my monday Work Managemenet workspaces the item view is filling only half of the screen (adjustable). I wont the same half screen item view for the monday CRM workspaces. Is there a setting to do this?
Picture of CRM no half screen (splitscreen) possibility?
The default item view in Monday Sales CRM is the full item view - which personally I prefer a lot more in the CRM context - also when opening connected items it will open the full item view you will now even have a back button, so I really believe the full item view is the correct choice for CRM.
However I agree that a setting would probably be best for those who don’t prefer it.
I still tray to find a good solution to be able to see and generate tasks in the CRM Item View. For example: if I want to tell somebody in the Deals board to send an Offer to the customer. What is the best way to do that? One way to generate and track a Task, is by adding a subitem or link an Item of another board, like the activities Board.
In the Work-Management-Tool this worked fine, because in the split screen view the updates and the subitems could be accessed simultaneously. Linked items from the activities board could be changed directly in the item card view.
In the CRM-Tool, it is not possible to have the split view to generate and change subitems and it is not possible to change linked item in the item card either. I’m imaging some time in the future the emails and activities section will be synchronized with the activities board and then task can be generated and tracked in the E&A section. But until this synchronization is available, adding and tracking tasks in the CRM-Tool is a pain.
