RELATED IDEAS
Add a Record to a Presentation
What is the challenge? |
Previously users could add any record type directly to a presentation using the "Add to Presentation" option. This option appears to have been removed or changed in the new experience. |
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What is the impact? |
Without this option, users need to navigate to the Aha! view to locate the record and add it to the presentation. This adds extra steps and additional navigation |
Describe your idea |
Please restore the "Add to presentation" option within the "Share to" menu for all relevant record types. |
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And as of right now, there's no real work around. We need the ability to select the fields that will be in the presentation and that is also now gone.