Custom Fields have the same properties as regular field data i.e.
Custom Fields can be 'starred'
Custom Fields can be pinned to Account, Contact OR General Dashboards
The data in Custom Fields can be tracked as a metric
Custom Fields can be used as filters in Segments
Custom Fields data can be used as components in Health Scoring
Pin a Custom Field to a dashboard
First navigate to the Details Tab of an Account record [Below]. On the left-hand-side are listed the existing data sources. Select Custom Fields to see the full list. Hovering on the right-hand-side of the field you will see a pin icon appear, click on this. You will be presented with 2 fields to complete:
Widget Label: How you want the field to be labels in the dashboard
Target Dashboard: Which Dashboard you wish to pin it to. You will notice from the drop-down, you can pin the widget/field to an Account Dashboard (if the field is associated with an Account record), a Contact Dashboard (if the field is associated with a Contact record) AND you can pin it to a General Dashboard (one of the Dashboards associated with Akita's main Dashboard tab).
Once you add the field to a dashboard it will be visible as normal in the Dashboard and you can reposition and resize as required [Below].
Creating Segments using your Custom Fields
Custom fields are available to use as filters when creating Segments. When creating a Segment, click on Add Filter as standard and yu will be presented with the standard drop-down, to find your Custom Field either:
Click on Custom Traits and select your Custom Field Name OR
Type your Custom Field Name into the Search box at the top of the drop-down and you will see it appear and you can click on it there [Below].
Custom Fields can also be used as Column headers in your Segment table. To find and add the field click on Columns to open the drop-down, you can then either..
Type in the field name and click on it when it appears OR
Navigate to the field via Account Traits > Custom Traits > Your Custom Field
