Sub-Account Dashboards Enhanced with Custom Fields in Table Widgets

Sub-Account Dashboards: Custom Fields in Table Widget

We’re excited to announce new enhancements to your dashboard usability! You can now enjoy more flexibility and visibility with our latest update allowing custom fields to be added as selectable columns in your Contacts and Opportunities table widgets.

What’s New?

• Add custom fields as columns in Contacts and Opportunities table widgets.
• Birthdate is now available as a column in contacts widgets.

How It Works

Personalize your dashboard in just a few clicks:

1. Enter Edit Mode on your dashboard.
2. Click “Add Widget” and choose either the Contacts or Opportunities table widget.
3. Use the column selector to add your custom fields.
4. Select your desired fields and hit Save.

This simplicity ensures you can tailor your dashboard to better meet your needs without exhaustive customization efforts. Here’s a snapshot to guide your experience:

Dashboard Custom Fields Example

Why it Matters

With this update, customizing your reporting experience is now effortlessly easy. Having the option to incorporate custom fields allows users to track the most essential data, directly benefitting your business operations. It’s all about enhancing visibility and personalization — from one centralized view.

For additional guidance on optimizing your dashboards or leveraging this new feature, our support page is here to help.

In case you missed it, check out our new workflow email template update that enhances editing safety.