Little features of a system can make big differences in function and efficiency. Take for example, the hover feature. You know, that intuitive aspect of computing where you place your cursor over something you are interested in, and more info will pop up without clicking. It saves time and keeps screens de-cluttered and organized. If you are using Salesforce, you can see this hover feature in action when you hover over a Case number, and an extremely helpful pop-up will give you a preview of what is contained in that Case.
In the standard format, this hover feature can be a great help to moving deals faster and simply making sure you have the right case. However, if you are using Salesforce Lightning, it can get better. With a little know how, you can choose exactly what info is pertinent, and customize what appears when you hover over the Case number. Follow the link below for a quick guide on modifying your compact layouts, and making those hovers work for you.
Customize Case Hovers in Lightning Experience
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.