Your list widgets just got a lot more powerful with the option to enable dynamic column calculations. These calculations offer tailored results based on the field type. Whether it’s summing up numeric data for financial insights or identifying the earliest date in a list of tasks, key insights are now always within reach. Just head to the widget menu and enable the “Summary” option.
Each field type comes with its own set of calculation options. Below are just a few examples, but you’ll definitely want to explore them all:
And because you can enable it per list widget, your view stays clean and focused wherever needed.
Once a role has been granted read access to a field in an item (like a task, lead, or customer), that role can view that field in every item created under that object. But what if you only want users to see some items?
With this new feature, you can now define exactly which items a role has access to using dynamic criteria. This makes it easier than ever to implement the Principle of Least Privilege (POLP) more effectively.
For example, a contract manager can now only see companies where they are listed as the contract manager, and only the related contracts from those companies.
Your list widgets now come with visual read and unread indicators, making it easier to see where you have missed updates on items since you last opened them; just like your inbox.
When you have enabled this feature, which you can do for each list widet, items with new information are marked with a blue dot and slightly bold text. You can mark it as read without opening the item by clicking the blue dot and the same action will also mark it as unread again if needed.
A new and simple way to stay on top of changes without having to open every item.