Overview


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. 

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Considerations

  • Custom columns can only be configured by the Terminus Support team. Please reach out to support@termius.com, 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."

 

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