Displaying Custom Field Data in Sub-Account Dashboard Tables
You can now include your custom contact and opportunity fields as columns within the table widgets on your sub-account dashboards and reports. This allows you to build a more personalized view that highlights the specific information critical to your workflow.
How to Add Custom Fields to a Table Widget
Follow these steps to configure your table widgets to show custom fields.
Step 1: Enter Edit Mode
Navigate to the dashboard or custom report you wish to modify. Click the Edit button to enable editing for the page.
Step 2: Add or Select a Table Widget
If you are adding a new widget, click Add Widget and select either the Contacts or Opportunities table widget. If you are editing an existing table widget, you can proceed to the next step.
Step 3: Choose Your Columns
Locate and open the column selection menu for your table widget. The list of available columns will now include all the custom fields you have created for the corresponding module (Contacts or Opportunities). Simply check the boxes next to the custom fields you want to appear as columns in the table.
Step 4: Save Your Changes
Click Save to confirm your selections. The table widget will refresh, and your chosen custom fields will be displayed as new columns.
Benefits of Using Custom Fields in Tables
Incorporating custom fields into your dashboard tables provides several key advantages:
- Tailored Views: Create dashboards that reflect your unique business processes and data points.
- Centralized Information: See important custom data alongside standard information without leaving the dashboard.
- Enhanced Reporting: Build more insightful custom reports based on the specific criteria you track.
Frequently Asked Questions
Which table widgets can show custom fields?
Custom fields can be added as columns in both the Contacts and Opportunities table widgets.
Are these fields available in both dashboards and reports?
Yes, you can select custom fields for display in both dashboard widgets and custom reports.
Is there a special field for birthdates?
Yes, a Birthdate field is available as a selectable column option within Contacts table widgets.
What permissions are needed to add these fields?
You only need permission to edit the specific dashboard or report. No additional administrative rights are required.
Does adding a field to a widget alter my contact data?
No. Adding or removing columns only changes the presentation of data within that specific widget or report; it does not modify any underlying contact or opportunity records.