How to rearrange tagged references in an expanded record
To reorganize tagged references on a record, simply drag and drop the items in the desired order. Here's a step-by-step guide:
Expand the record of your choice
Navigate to the reference multiple field
Click and drag selections within the referenced field
Drop the selection where you see fit
Click Save
After saving, the updated referenced record order will reflect in exports to Excel and other applications within Pitchly.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.