Sub-Account Dashboards: Custom Fields in Table Widget

You can now add custom fields as selectable columns in your Contacts and Opportunities table widgets — giving you more flexibility and visibility right from the dashboard or a report.

👀 What’s New?

Custom fields can now be added as columns in Contacts and Opportunities table widgets.
Birthdate has also been added as a table column for contacts widgets.
The fields are are available in both Dashboards and Custom Reports

👷 How It Works:

Enter Edit Mode on your dashboard/report
Click “Add Widget” and select any table widget (Contacts or Opportunities).
In the column selector, you’ll now see all custom fields listed.
Choose the fields you want to display and hit Save.

⭐ Why it Matters:

By allowing these fields in dashboard tables, users can now personalize their reporting and track the data that matters most to their business — all from a single view.