Ability to use custom fields in the opportunity widgets in the dashboard
Within the opportunity widget, filter options are limited to:
Date Last Updated
Date of Status Change
These selections are available in the "View by," "Date Property," and "Conditions" dropdown fields.
However, we have customers who need to filter opportunities based on their own unique criteria, represented by custom fields in the opportunity.
Allowing to filter opportunities using custom fields will significantly enhance the flexbility of the opportunity widget and the reports that can be generated.
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Sales & Marketing