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:

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.
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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.

Step 1: Navigate to the template and click Settings.

Step 2: In the right-hand panel, click Custom Fields on the bottom.

Step 3: From the dropdown, check off any fields you'd want to display and Update!

By setting on the template level, any workspaces created moving forward from this template will automatically include these fields on the internal view.

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!