Deriving valuable insights from Salesforce Kanban can be ineffective due to the record-view limitations. That’s why we introduced Custom Kanban, which breaks stereotypes by effectively overcoming various limitations of standard Kanban. And guess what? We recently launched version 2.71 of Custom Kanban.
Explore this blog to know more about the latest features in Custom Kanban and how it ensures cleaner, smarter, and more user-friendly Kanban views.
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Filter ‘Group By’ Stages/Columns
The latest update introduced a new Filter ‘Group By’ Stages/Columns feature, enabling admins to filter Kanban columns by selected picklist values. This helps admins remove unnecessary or unused stages from the Kanban view, allowing them to focus on the necessary workflow.
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Reorder Kanban Columns
Kanban should be adaptable to the changing needs of your business workflows. The latest version of Custom Kanban empowers admins to rearrange column order to align with their business processes and priorities, encouraging flexibility.
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Field Labels on Cards
Standard Kanban fails to provide relevant record details on the Kanban cards. However, Custom Kanban’s latest update enables admins to display labels on Kanban cards, facilitating clear information.
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Currency Symbols Enabled
Financial clarity is crucial when dealing with revenue, pricing, or budget data. Custom Kanban now supports Currency Symbols, enabling currency fields to display the appropriate symbol (such as $) before values.
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Mark Favorite Kanban Views
Managing Kanban Views becomes problematic, especially when you have to deal with multiple ones. This is where Custom Kanban’s latest Mark Favorite Kanban Views can save you! It makes the frequently used Kanban quickly accessible.
Revolutionizing Kanban View with the Latest Custom Kanban 2.71
Custom Kanban 2.71 update brings new features focused on usability, clarity, and customization. From filtering and reordering columns to better card visibility and favorite views, these functionalities help teams manage their workflows more efficiently. Upgrade to Custom Kanban 2.71 today and experience a smarter way to visualize and manage your Salesforce records.
