Custom Views allows you to edit the various tables and widgets that appear around the platform. This lets you choose the data you want to see when using the platform.
Custom Views are available in the following places:
- Dashboard (Widgets and Table)
- Campaign Overview (Widgets)
- Campaign Leads Tab (Table)
On the dashboard you can apply custom views to both the coloured widgets and the dashboard table.
On each coloured widget, there is a cog that will allow you to switch the selected widget with another.
Once you have clicked this, you can choose a new widget from the available choices. Click Save to update the widget.
On the dashboard table, you can alter which columns you want visible on the page.
Once you click the cog icon, you will be able to drag and drop the columns you want to appear on the table, then click Save to update the table.
By clicking the tick next to a field in the active columns, this column will be highlighted in green on the table.
You can also update the coloured widgets on this page to display different information using the cog icon in the top right corner of each widget.
Similarly to the dashboard table, the leads table can be customised to display any fields from the lead details by clicking the cog in the top right corner of the table.