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Status Future consideration
Categories Account settings
Created by Guest
Created on Feb 14, 2019

Ability to add new records and search a custom table all from one screen.

Today, you can go to Product-> Custom Tables to Add but you can't search across the pages there. You can also create a list report with a filter to search BUT you can't add a new customer to that custom table from there.

It would be useful to be able to search the custom table BEFORE adding a new record to the table- all from one screen for efficiency.
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  • Guest
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    Mar 17, 2020

    Automation BU Product Managers have mentioned that this is a top ask


    Opportunities dont have an ID , cant be searched (so that people dont enter it again), you have to page through them to find one


    C