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Former Member

Will there ever be the ability to customize fact sheet layouts in yMKT Cloud?

Will there ever be a way to customize the layouts of account and contact fact sheets in yMKT Cloud? We have a lot of data that we are bringing into yMKT, and right now, it all has to be displayed on the fact sheet. We are also heavily pushing our sales reps to use the fact sheets as a "golden record" to better assist them with working with their customers.

It would be really nice to be able to organize the fact sheet and the data displayed on it, being able to hide data that we still would like to use in segmentation, but not necessarily display on the fact sheet for all to see.

It would also be nice if you could create additional links at the top of the fact sheet, that would then take you to custom pages displaying data of your choice as well (i.e. webinar metric data for the contact).

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    Former Member
    Nov 10, 2017 at 10:21 AM

    Hello Kenny,

    Yes we have plans of making the factsheets layouts more flexible. With the planned innovations in the coming releases it would be possible to better organize the data in the factsheets and not have the factsheet overflowing with all data. It would be then possible to hide data you don't need , arrange it better and group them better semantically.

    Regarding additional links we are discussing the possible options here and will get back to you.

    So stay tuned for the upcoming releases.


    Shabana Ansari

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