Ability to use custom fields in the opportunity widgets in the dashboard
complete
S
Sheryll Chua
Within the opportunity widget, filter options are limited to:
Date Created
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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R
Rashid Huseyn
Custom Values are still not allowed in the dashboard.
T
Tushar Datt Upadhyay
complete
Custom fields are now available in widget conditions, filters and date properties.
T
Tushar Datt Upadhyay
Keith Besherse: Fixed :)
K
Keith Besherse
thank you very much Tushar Datt Upadhyay
R
Rashid Huseyn
Yes please!
T
Tushar Datt Upadhyay
Merged in a post:
Improve Dashboard Analytics By Allowing Filtering By Tags In Addition To Existing Conditions
B
Bruno Souza
Creating our custom dashboards is so frustrating because there's a lack of organization in data. You can filter by assigned users, but you can't filter by tags. You should be able to organize the data with the same options as creating your smart lists. I.E filter by multiple tags, filter by multiple custom values, etc...
T
Tushar Datt Upadhyay
L
Lisa Catto
allowing custom fields - if we add something like 'close date' would be awesome to include in a dashboard widget for opps
B
Bruno Souza
And allow users to import smart list filters into the dashboard widgets
M
Marinus Hvelplund
What's the news on this??
T
Tushar Datt Upadhyay
Merged in a post:
Customizable columns and/or filters on reports based on custom fields
J
Juan Mayorga
Reporting as it is right now is very limited to the preset filter options which most of the time doesn't reflect what we really need to track. For example the channel source of the lead (other than fb and google), tags, the type of product or system he choose, etc.
HIGHLVL-I-6531
P
Philip Fairley
This is the only thing holding us back to moving our 3,000 clients onto GHL. We have to have reporting on custom fields. Is this in the planning phase? Will this be possible?
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