Make changes to improve how we track leads and companies.

I would like to have more flexibilirt in the naming and categorisation of fields on Kato.

  1. Custom Status Labels

    Allow us to define and rename status categories rather than being limited to default values (e.g. “Active/Inactive”).

  2. Configurable Field Options

    Enable users to add, remove, or rename values in dropdown fields (such as “Type” or “Source”), so that the terminology better aligns with their organisation’s language and structure.

  3. Advanced Filtering and Sorting

    Extend filtering and sorting capabilities to incorporate any customised fields or categories.

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Upvoters
Board

General Feature Request

Tags

CRM

Date

9 months ago

Author

Katie Searle

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