Able to customize deal table - column order and views
It should be possible to customize the table on the deals page including the following in order of implementation:
Deleting/hiding unwanted columns. For example, I am the only user in my business, so it's not useful to have a column in the table which says I'm the owner.
Able to re-order columns. Suppose there is a custom field I need to sort/filter on all the time. It's extremely inconvenient if I have to scroll way to the right to find it.
Able to name/save/recall views: For eample, the user should be able to customize a view (including specific columns, column order and filters) and then save it under a name of their choice (eg. "deals by stage", deals by size", "deals by region", etc.)
I completely agree, this is very important and is something that your competitors already make easy and user friendly.
Carl Sudholz commented
I 10x vote for the ability to reorder columns to suit my way of working.
Kirk N.R. Graham commented
If you role this in to another feature request below it starts to rocket up backlog list.
I would also like to be able to re-order the columns, as I'd like to see Company closer to the Name of the Deal.
In addition I think it is essential to be able to sort the Close Date column, so we can see what deals are scheduled to close in date order.
Rich Goeldner commented
Reordering the columns in the Deal table view, particularly custom fields, does not correspond to the order in the deal detail view. In fact, the order of the fields in the deal detail view appear random.