Account Dashboard: Create widget using Custom Objects 🤩

Custom Objects Widget Creation Now Live! This new feature empowers users to create object-specific widgets, allowing for customisation and association of data for better insights. If your company needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields.

🤩 The custom objects metrics enable users to track counts, sums, and averages.

• Go to Subaccount > Settings > Objects
• Click on “Add Custom Object”

Step 2: Add Details about the Custom Object

• Provide the singular name of the object (e.g. Pet) and the plural name (e.g. Pets).
• The internal name of the object and the primary field are created by default—this can be edited by clicking on the “>” icon and updating the internal name.
• Add a name for the primary display field (e.g. Pet Name, Pet Identification Number).
• Add an icon for easy identification of the custom object.
• Include a description to help others understand the object’s significance.
• Click on “Create Custom Object”.

• Open your Dashboard.
• Click Edit and select Add Widget.
• Scroll to the Custom Objects and choose the widget you need.

• Customise filters, switch chart types, and apply themes.
• Click Save to update your dashboard.