Currently only seeing "Group" for out of box fields Stage, Investment, Rating. Is there a way to make other fields a "Group"
3 replies
At this time, only the out-of-the-box fields—Stage, Investment, and Rating—can be set as "Group" fields in Decile Hub. There is no option to make other custom fields function as a "Group." For updates or feature requests, you can visit the Decile Hub support forum: Decile Hub Support.
Hi
@Jenna Sleefe
, that's right, the groupable columns are for Stage, Investing As, Rating and Assigned (for fundraising funnels, different columns will be on other funnels e.g. dealflow).
You can't edit other fields to be groupable, but this is something we can change on our end if it would make sense for users. Which columns are you looking to group by?
You can't edit other fields to be groupable, but this is something we can change on our end if it would make sense for users. Which columns are you looking to group by?
Thanks,
@Woody Butler
. Appreciate the response and help! A few ideas:
Out of Box fields
- "City" be able to sort by location when planning in-person trips; alternatively is this better to create a "City Pipeline"?
- Tags - be able to sort by our Tags, or is better to create Pipelines based on Tags?
Custom fields:
- I created "Priority" vs Rating as a tighter dropdown of High, Medium, Low vs 1-5 but can leverage Rating if needed/recommended. Alternatively, is there a way to filter within the funnel view for drop down field? Ie I only want to view "High Priority" as a saved view
Out of Box fields
- "City" be able to sort by location when planning in-person trips; alternatively is this better to create a "City Pipeline"?
- Tags - be able to sort by our Tags, or is better to create Pipelines based on Tags?
Custom fields:
- I created "Priority" vs Rating as a tighter dropdown of High, Medium, Low vs 1-5 but can leverage Rating if needed/recommended. Alternatively, is there a way to filter within the funnel view for drop down field? Ie I only want to view "High Priority" as a saved view
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