Custom fields to search in the list of superior items

10 votes

when user wants to choose superior item, there is no option to add custom fields which can be important for search in some cases

Under consideration Suggested by: Miriam Semjanova (15 Aug, '19) • Upvoted: 18 Sep, '24 • Comments: 2

Comments: 2

18 Sep, '24
Chris Matus Merged
When assigning a Superior Item to an email, the lookup menu should allow adding linked fields to the available columns. For example, in my workflow, deals are linked to projects. To easily find deals associated with a specific project, I currently have to include the project name in the deal name. While linked fields can be displayed in the general deals grid, they are not available in the lookup menu, which complicates the search process.
25 Oct, '24
Jan Lalinsky Admin
"Add Linked Fields in Lookup Menu for Superior Item Assignment" (suggested by <Hidden> on 2024-09-18), including upvotes (1) and comments (0), was merged into this suggestion.