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:

  1. Go to the Admin Area
  2. Expand Templates
  3. Click the edit icon next to the Situation template
  4. Hover your mouse over the field you wish to pin and further options will appear on the right hand side of the field
  5. Click the ⋮ more options menu
  6. Select the Pin Show on the dashboard icon
  7. The field will now indicate this field will be shown on the dashboard
  8. 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.

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