Custom Objects widget creation are now live in Dashboards and reports! This new feature empowers users to create object-specific widgets to customize and associate data to get better insights. If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects using custom fields.
š¤© The custom objects metrics allow users to track count, sum, and average.
How to create Custom Objects?
Step 1: Create Custom Object
- Go to Subaccount > Settings > Objects
- Click on "Add Custom Object"
Step 2: Add Details about Custom Object
- Mention the singular name of the object e.g. Pet and A plural name of the object should be added e.g. Pets
- Internal Name of the object and the primary field is created by default - it can be edited by clicking on the "</>" icon and updating the internal name.
- Add a name for the primary display field name - e.g. Pet Name, Pet Identification Number
- Add an icon to easily identify the custom object
- Also - add a description to the object to help anyone understand what the object signifies.
- Click on "Create Custom Object"
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How to add Custom Object Widgets inside Dashboard or Report?
- Open your Dashboard or Report
- Click Edit and select Add Widget
- Scroll to the Custom Objects and choose the widget you need
- Customize filters, switch chart types, and apply themes
- Click Save to update your dashboard or report
- The reports which includes custom objects can be scheduled as well.