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*** Table View ***

Feature Request

With this, we could also use Upbase as a CRM, with customer data linked to tasks, projects, and so on. This would make Upbase more like an all-in-one data management tool, just like Workiom (screenshot is a table view in Workiom)

Would you please consider this?

For reference: https://www.workiom.com/product

Posted by Edwin Janssen ·
Status: Open7 comments

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Comments7

  • Tony Pham

    Team•

    Mar 10, 2023

    Edwin Janssen We might consider adding an option on the list view to turn it into the table view, without having to add another separate table view. Just some UI tweaks.

  • Sridhar Dhanapalan

    •

    Feb 18, 2023

    No disrespect intended to the OP, but please don't implement any CRM functionality. I escaped to Upbase from a combined tasks/CRM platform because the latter clearly had a distracted product focus and didn't do either particularly well. It sounded like a great idea but in actuality, it was a real letdown.

    • Edwin Janssen

      •

      Feb 18, 2023

      Sridhar Dhanapalan: CRM is not something that I specifically ask for, but a table view (that could also replace a CRM).

      Table views could also be used to track your marketing campaigns, ad campaigns, and so on. It's just another (better) way to manage data in general.

    • Jack S.

      •

      Feb 18, 2023

      Edwin Janssen:

      👍

  • Jack S.

    •

    Feb 17, 2023

    Table View 👍

    Especially when Custom Fields come up.

    https://upbase.canny.io/feature-requests/p/task-custom-fields

  • Edwin Janssen

    •

    Feb 17, 2023

    Tony Pham is this worth considering?