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Hi. I don't know if this community allows this or not. I'm new here. I looked through the forum and do not see other postings like this. I am looking to hire someone to create a new page where I can view certain fields of the "Contact", arranged as follows.
I have many clients. They are all in "Contacts" but they are each at different stages of the new-client relationship. We have identified 3 relationship stages in our company and all I want to build is a one-page view, that shows ALL my clients on one page, under three different columns. Something like this mockup I made: https://www.screencast.com/t/PquJEwI4j9Dm
Every blue rectangle is a client. You can see each column is a different stage. The name on each client is populated from this field in the CRM Contact: https://www.screencast.com/t/zfUVSDxActGw and the stage (column) that each client is displayed under is decided by this field: https://www.screencast.com/t/f1Q85GApulp0
When I change the Stage field in the CRM, the blue rectangle will move to the new stage/column in my new view page.
*There will be other little details, but this shows mainly what I need.
Is there a different place in the forum I should post this? All advice appreciated, thank you.
-Derek
I have many clients. They are all in "Contacts" but they are each at different stages of the new-client relationship. We have identified 3 relationship stages in our company and all I want to build is a one-page view, that shows ALL my clients on one page, under three different columns. Something like this mockup I made: https://www.screencast.com/t/PquJEwI4j9Dm
Every blue rectangle is a client. You can see each column is a different stage. The name on each client is populated from this field in the CRM Contact: https://www.screencast.com/t/zfUVSDxActGw and the stage (column) that each client is displayed under is decided by this field: https://www.screencast.com/t/f1Q85GApulp0
When I change the Stage field in the CRM, the blue rectangle will move to the new stage/column in my new view page.
*There will be other little details, but this shows mainly what I need.
Is there a different place in the forum I should post this? All advice appreciated, thank you.
-Derek