To enhance the UX of SalesLink and prevent users from accidentally clicking on the incorrect division for a customer number, it would be better if we could have the Division identifier moved to alongside the Customer number in the display table. Regfer attached snip.
Stuart Bell
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save minutes of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
People often accidentally click the wrong division reference for the customer number, if they don't realise this at the time then they often proceed with creating activities or leads under the incorrect customer division. |
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I would also like to see a "flag" at this level to show the account is Flagged for deletion