Now you can display custom fields as columns in your Contacts and Opportunities table widgets. This offers greater flexibility and visibility directly from your dashboard.
What’s New:
– Add custom fields as columns in Contacts and Opportunities table widgets.
– Filter contacts by Birthdate in contact widgets.
Why it Matters:
This update lets you personalize your dashboard, so you can easily track and view important data relevant to your business in one place.
How it Works:
1. Enter Edit Mode on your dashboard.
2. Click “Add Widget” and choose the Contacts or Opportunities table widget.
3. In the column selector, find and select your custom fields.
4. Save your changes.
Tracking Contacts with Birthdays:
See your contacts’ upcoming birthdays with a custom widget:
1. Create a Numeric widget with Contacts as the data source.
2. Set the Condition: Birth Date IS This Month.
3. Adjust in Advanced Settings: Date Property to Created On and Date Range Override to Till Date.
4. Save your widget.