Overview
You can pull over fields to the Dock internal view for your rep to view (or even update) directly within our system. These appear on the internal view of each workspace.
If you have your CRM integrated, you can find them under that tab. Otherwise check details!
Quick tip: In your admin settings, you can even make any of these fields bidirectional so that they can be updated from Dock, but will still sync over to your CRM as the source of truth.
Adding Custom Fields to the Internal View
Once the custom fields have been created in Dock and mapped from your CRM, you can choose which ones you'd like to display on a template or workspace level.
Setting on the Template Level
Step 1: Navigate to the template and click Settings.
Step 2: From the Details tab, click on the Workspace, Account or Opportunity object you want to add custom fields to. Click Add Field on the bottom right of the screen.
Step 3: From the window, add any fields you'd want to display and Add!
By setting on the template level, the fields will get added to any workspaces created from that template (retroactively and moving forward).
Setting on the Workspace Level
You can also customize which custom fields are shown on a workspace by workspace basis.
Step 1: Navigate to the workspace in question. On the Internal tab, click Settings on the top right.
Step 2: On the right-hand side, click Custom Fields found at the bottom.
Step 3: From the dropdown, check off any fields you'd want to display and Update!
