Pinning a Field to the Dashboard
You can pin any field from the Situation Report to the Dashboard.
🔑 ACCESS LEVEL: Account Owner
To do this:
- Go to the Admin Area
- Expand Templates
- Click the edit icon next to the Situation template
- Hover your mouse over the field you wish to pin and further options will appear on the right hand side of the field
- Click the ⋮ more options menu
- Select the Pin Show on the dashboard icon
- The field will now indicate this field will be shown on the dashboard
- Click Save
ℹ️ NOTE: To remove the pinned field from the dashboard click the x icon next to this field will be shown on the dashboard.