In addition to the standard data columns available for all users of the Account Hub, Terminus customers can customize up to 8 additional columns in the Account Table.
Custom columns are created directly from the Account object of your connected CRM, and populate the associated account values directly in the Account Hub.
- Custom columns can only be configured by the Terminus Support team. Please reach out to firstname.lastname@example.org, or your Terminus CSM, if you have questions or need to add custom columns to your Hub instance.
- Currently, we can only pull directly from the Account object when adding custom columns, Additionally, the value associated to the selected field cannot be a lookup or a reference. For example, if you have a field on the Account object which links to a parent account, the value will not display correctly in the Account Hub.
- We cannot apply logic when bringing in values for custom columns. For example, we are not able to say, "Pull Field [X] if [X] condition is met, and pull Field [Y] if condition [Y] is met."