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Sage Construction Management Ideas Portal
Status Shipped
Created by Carl Lyles
Created on Oct 24, 2024

Allow for filtering/reorganization of Kanban style Lead View

We're excited to see the new Kanban view!


Currently, the stages in KanBan style lead view are ordered alphabetically from right to left.


Some users may prefer this ordering; however, I would prefer to have the stages in order of lead stage (ie. mirroring our lead stage progression).


In addition, to reordering, the ability to filter by category, sales contact, etc. would be very useful.

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    David Holler
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    Oct 24, 2024

    Carl:

    We are going to promote this idea and assign this to the next release. Please tell us if the two screen shots with notes make sense.

    2 replies