Question

I have a database that serves as a CRM to track all my opportunities. I have been using sections to group the properties, but really wish I had the ability to put them in columns to limit scrolling. I'm looking for any/all ideas for how I can better organize them. I probably have 70+ fields and it's a lot of scrolling.

I'd like to selectively hide/show properties based on the stage of the process (basically just a value of one of the properties), but not sure how to do that.

Thanks!

Answer 1

I would probably approach this with views. So if your stages are One, Two and Three (creative, I know.) You could create a view that filters for "stage is two" and shows only the fields you want to see at that stage.

And then maybe play with custom layouts and tabs on the page itself.