Please bring Customfields to the Insights Dashboard

Lukas Zischewski
Lukas Zischewski Posts: 44
10 Comments
edited June 2022 in Sales CRM #1

As i am setting up our Dashboard i miss our customfields to track in the Dashboard.

Is there a way to do this? To my understanding i can just use some default fields.

 

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

  • Lukas Zischewski
    Lukas Zischewski Posts: 44
    10 Comments
    edited February 2021 #3
    Mike van der Valk said:

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

    according to the support only the "custom field options that can be used are user, person, organization, date, multiple options, single option, monetary (including weighted value), and numeric". which is not sufficient. e.g. Date Range is missing.

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #4
    Mike van der Valk said:

    Hi @Lukas 

    It's actually available from the professional plan and up at the moment. 

    Gotcha, thanks @Lukas will pass that on!

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