TABLE OF CONTENTS
Key Capabilities
• Custom Fields in Tables – Add your custom fields as columns in both Contacts and Opportunities widgets.
• Birthdate Field – The Birthdate field has been added as a selectable column in Contacts widgets.
• Dashboard & Reports Support – These fields are available in both Dashboards and Custom Reports.
How to Add Custom Fields
- Enter Edit Mode
• Go to your dashboard or custom report.
• Click Edit to begin making changes.
- Add a Table Widget
• Click Add Widget.
• Choose either a Contacts or Opportunities table widget.
- Select Columns
• Open the column selector for the table widget.
• You’ll now see all custom fields available.
• Check the fields you want to display.
- Save and View
• Click Save to apply your changes.
• Your selected custom fields will now appear as columns in the table.
Why This Matters
By enabling custom fields in dashboard tables, you can:
• Personalize dashboards and reports to match your business needs.
• Track unique data points directly from a single view.
• Improve visibility without needing to export or switch tools.
Frequently Asked Questions (FAQs)
Q: Which widgets support custom fields?
Custom fields can be added to Contacts and Opportunities table widgets.
Q: Can I use these fields in both dashboards and reports?
Yes. Custom fields are available in both Dashboards and Custom Reports.
Q: Is Birthdate available as a column option?
Yes. Birthdate is now a selectable column specifically for Contacts widgets.
Q: Do I need admin permissions to add custom fields to a widget?
You only need permission to edit the dashboard or report. No additional setup is required.
Q: Will adding fields to a widget change the underlying data?
No. It only changes the way data is displayed in your dashboard or report.