Ability to customize/add custom Call Screen Fields

Ideally, having the ability to add additional fields to the TSO Call Screen would be beneficial for changing scenarios and to simplify the process for sales reps depending on the field. This is especially helpful for clients that are selling multiple divisions and can add different types of fields (for example using a picklist for Price Code instead of a text box to avoid human error). Other situations may arise down the road where more fields may be needed for changing circumstances and the ability to change on the fly for admins would be particularly helpful.

  • Chris Thompson
  • Nov 19 2019
  • Future consideration
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