My thoughts

[briann5545]

Here are a couple of my frustrations.

I should be able to click on an "opportunity" and see the list of stakeholders, not just a single point of contact. They could be further enhanced with titles; billing administrator, architect, site coordinator, etc... Or separate opportunities into two different objects; Leads and Projects

I should be able to click on an "opportunity" and see a list of all notes by title, and a list of all files by title. Or at minimum a clickable icon indicating notes and files are present. The problem is you have to click on every single tab just to see if an object is present...every time you click on an opportunity...because you have to be sure nothing was missed or overlooked. There are no other indicators to indicate what objects are present or attached to the opportunity.

You also have no idea what files are attached to the opportunity or where they are located... Since a note can have its own file attachments, which are not listed or linked in the opportunity files tab, you have to open every note just to check if a file is attached...and click a bunch more tabs... The whole system is unorganized.

[BOHEUS]

@briann5545

• about stakeholders and single point of contact, it's because by default opportunities have one-to-one relation with People records, if you want to have one-to-many or many-to-many relation, you can create such relation in Settings > Data model
• about titles of related people, currently it's not possible to add info to related records but it should be possible at some point in the future (alternatively you can simply create a text or select type field called "Title" in People object and add them there but I don't think that's a solution you're looking for since users would have to open the details of related record in order to see who they are exactly)
• about indicators of linked issues/files, one workaround is just to add them directly to table view

- about files, it'll be changed once files/attachments will be surfaced and available as standard object like People or Companies

If you have more questions, feel free to ask them

CC: @Bonapara about file/note indicators

[Bonapara]

Thanks for your feedbacks @briann5545. I think custom layouts & nested fields will really help here too