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Customizing your client database dashboard
Customizing your client database dashboard

How to customize what shows on your client database dashboard

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over 2 years ago

Customizing your client database dashboard will allow you to choose which client information you want to see in the view.

By default, we will display the first 10 custom fields you have set up. To customize this, click the gear icon.

Next, you will be able to choose which custom fields you want to display. You can only display up to 10 custom fields.

If you don't have any custom fields set up, you can set them up by going to any client's profile and clicking edit on the about section.

Click Manage Fields. Here you will be able to create custom fields and organize them in the order you prefer. The order you choose here will also be reflected in your client dashboard view.

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