URGENT: Details pane for Related Items

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ConLand
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URGENT: Details pane for Related Items

Post by ConLand »

EPIM is becoming the killer app for an integrated CRM. The linked email (and other items) is astonishing.

One weakness though, is that if you look at Related Items of a Contact, you see a ton of mails, often with the same Subject. How can you tell which one you want?

The solution is to have a Details pane. So in Vertical view, you should split the pane such that below Related items on single click to show the preview. Meaning that if you go to a mail by arrow or click, the same view as you could get if you right-click Details should come up in the Details pane below.

Can you kindly implement this ASAP? I would seriously buy 10 lifetime licenses just to get this feature.
ConLand
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Re: URGENT: Details pane for Related Items

Post by ConLand »

Actually, a much easier implementation would be just to have the pop up the comes when you hover be much more information. Right now it usually shows the header and maybe "Hi Person".

That would be a very quick "fix" (probably won't get the 10 lifetime licenses for that lol).

But I still do hope long term a Details pane could be implemented.
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Re: URGENT: Details pane for Related Items

Post by admin »

Would it help if there was a new column for email messages with message body contents? Kinda a very basic version of preview in just a single line (no formatting, no line brakes).
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ConLand
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Re: URGENT: Details pane for Related Items

Post by ConLand »

Yes, that would help a lot. The best idea would be if the "Email contents" could be a generic field that could overlap with Tasks-"NOTES" and Notes-"NOTE CONTENT".

By this I mean that in the All Items view, it would be good to get a preview of Email, notes tasks.

A strange thing is that in All Items you can see a note's "NOTE CONTENT", but if you click on the Notes, that field cannot be added! You can have SUBJECT and some other fields, but not the "NOTE CONTENT" that you can see in All Items.

So I think you get my point, it would be best to be able to see all items contents in the "All Items" view.

And really, a separate pane for "Details..." would be ideal since it has the content for Email, notes and tasks.

Maybe you can create a "Details..." field that mimics right-click "Details..."?
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Re: URGENT: Details pane for Related Items

Post by admin »

Got it, thanks.
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Re: URGENT: Details pane for Related Items

Post by Steve Shank »

admin wrote: Sat Jul 30, 2022 7:32 am Would it help if there was a new column for email messages with message body contents? Kinda a very basic version of preview in just a single line (no formatting, no line brakes).
I would also very much like this feature added. I had the same problem just today, having to check 3 or 4 emails to find out the one I was hoping to find wasn't there. I'm not sure whether the single line of body contents will provide enough most of the time to suffice. It is probably worth trying out to see if it works.
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Re: URGENT: Details pane for Related Items

Post by admin »

Expect to see the future in the upcoming 11.0.4 version.
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ConLand
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Re: URGENT: Details pane for Related Items

Post by ConLand »

Can you elaborate? I upgraded to 11.0.4 but don't see any of these implemented.

Thanks
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Re: URGENT: Details pane for Related Items

Post by admin »

When you switch to Mail in Related Items you can now enable the Body column.
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Re: URGENT: Details pane for Related Items

Post by Steve Shank »

When you switch to Mail in Related Items you can now enable the Body column.
Very cool, but I never would have found it.
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