Managing your contacts and opportunities just got even easier! With the ability to add custom fields as selectable columns in your dashboard, you’re now equipped to personalize your data view and gain meaningful insights into your business.
📌 Why This Matters
Having the right data at your fingertips is essential for making informed decisions. This feature helps you track what truly matters to your business, giving you better visibility and control over your contacts and opportunities, all within a single view.
✨ What’s New
- Custom Fields: You can now add custom fields as columns in your Contacts and Opportunities table widgets, tailored to your needs.
- Birthdate Column: This new addition allows you to easily track your contacts’ birthdates directly from your dashboard.
- Accessibility: These fields are available for both dashboards and custom reports, enhancing your overall data management experience.
🛠️ How to Use It
- Step 1: Enter Edit Mode on your dashboard or report.
- Step 2: Click “Add Widget” and select any table widget (Contacts or Opportunities).
- Step 3: In the column selector, you’ll see all your custom fields listed.
- Step 4: Choose the fields you want to display and hit Save.
💡 Pro Tip
Regularly review your custom field selections to ensure you’re always tracking the most relevant data for your business growth.
