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Request for Custom Safe to Proceed? Column Templates in CRM

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Would be super helpful if we could create our own "column" templates. There are certain columns I always need to set up to make sure it's safe to enrich an account, by looking up some data on the CRM (is there a recent sales activity, etc.). And since those attributes are always the same, it would work if I could just add a "Safe to Proceed?" templated column in every table I build, instead of having to set it up from scratch everytime

  • Avatar of Owen C.
    Owen C.
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    Hey Petra, thanks for reaching out! We're always looking to make the product better and this feedback is super helpful for us. We're going to pass this over to our product team so they can better evaluate things and see if/where this might fit into the roadmap as a future improvement.

  • Avatar of Channeled
    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Petra H.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: