If you manage one or more business locations, your CRM dashboard should show the right details without needing constant manual updates. With custom value tokens, you can add business information like location name, phone number, address, user details, and saved custom values directly into dashboard widgets, text, titles, and embed URLs.

📌 Why This Matters

This helps you create dashboards that stay accurate and relevant for each location or team member. Instead of editing the same dashboard over and over, you can build it once and let the CRM automatically fill in the correct details when it is viewed.

• Save time: Reduce repeat edits when using the same dashboard setup across locations.
• Keep reports accurate: Show the correct business name, contact details, or tracking values automatically.
• Make dashboards easier to read: Personalised titles, text, and embedded reports give more context at a glance.

✨ What’s New

• Custom value picker: Use the {} button in text-based dashboard fields to insert saved values without typing tokens manually.
• Works in widget conditions: Add dynamic values anywhere a text value is used, such as a source field.
• Works in dashboard elements: Insert values into embed URLs, titles, and text boxes.
• Location details included: Use fields like Location ID, Location Name, Email, Phone, Website, Address, City, State, Country, Postal Code, and Timezone.
• User details included: Use fields like User ID, Email, Phone, Role, Type, First Name, Last Name, Name, and Full Name.
• Saved custom values available: Any custom values already created in your CRM settings can be selected from the picker, organised by folder.
• Auto-filled when viewed: Tokens are replaced with the real value for that location automatically in view mode.

🛠️ How to Use It

1. Step 1: Open your dashboard and switch to Edit mode.
2. Step 2: Add a new widget or edit an existing one. You can also add an element such as an Embed, Title, or Text box.
3. Step 3: Click the {} button next to any text input field.
4. Step 4: Search or browse through Location, User, or Custom values.
5. Step 5: Select the value you want to use, and the token will be inserted automatically.
6. Step 6: Save your changes and switch to View mode to confirm the dashboard shows the correct live values.

💡 Pro Tip

Use custom values in dashboard titles and embed links to show each location its own numbers and reports, which makes it easier to spot opportunities and take action faster.