New Features

Freeze up to 4 columns in core and RevBI tables

What's New?

You can now pin (freeze) up to four columns on the Opportunities page and in RevBI pop-ups, making it easier to analyze data across multiple columns.

Key Benefits

• Enhanced Data Comparison: Keep important columns in view while scrolling through large datasets.
• Persistent Settings: Your pinned columns remain frozen across sessions on the same device.

How to Use This Feature

• Look for the new three-dot menu to the right of each column header.
• Click the menu and select "Pin Column" to freeze it and all columns to its left.
• To unpin, simply select "Unpin" from the same menu.

Additional Features

• Sort columns easily using the same three-dot menu.
  
• Visual indicators show which columns are sorted and in what order.

What This Means for You

This feature gives you more control over your data views, allowing for easier analysis and comparison across columns. Whether you're working with other key pages such as opportunities page or using RevBI, you can now customize your view to focus on the most important data for your needs.

Enhancements

Enhanced Configuration for Opportunity Page and RevBI Popups

What's New?

We're excited to introduce a more flexible way to customize your views in RevBI. Now you can independently configure the columns you see on the Opportunity Page and in RevBI Popups.

Key Benefits

• Greater Customization: Tailor your views to show exactly what you need, where you need it.
• Improved Workflow: Set up your Opportunity Page for detailed work and your Popups for quick insights.
• User-Specific Settings: Each user profile can have its own unique configuration.

How to Use This Feature

• Go to the "Manage Table Columns" tab in settings or in the columns section within the "User profile" settings page.
• You will see two sections:
  • "Opportunities" for configuring the main Opportunity page view
  • "RevBI Opportunity Table" for configuring RevBI Popups
• In each section, add, remove, or reorder columns as needed.

What This Means for You

This update gives you more control over your RevBI experience. You can now optimize your views for different contexts. 

Enhanced Row Display for Opportunity Pages and RevBI Popups

What's New?

We've significantly increased the number of rows displayed per page on both the Opportunity tab and RevBI popups.

Key Benefits

• See More Data: View more records without having to navigate through multiple pages.
• Faster Analysis: Reduce the time spent on page navigation and focus on data analysis.
• Customizable: Your company can set custom row limits to suit specific needs.

What This Means for You

This update streamlines your data viewing experience. You'll spend less time clicking through pages and more time gaining insights from your data. If you need to adjust the number of rows displayed, reach out to your RevBI administrator to customize the settings for your company.