Key Features
- Structured Layout: Groups related properties together for better clarity.
- Rich Data Support: Handles all Custral property types, including text, dates, selects, and links.
- Conditional Visibility: Show or hide properties based on specific conditions (e.g., only show “Churn Reason” if the status is “Closed”).
- Direct Editing: (Optional) Allow users to update properties directly from the list.
Configuration
Best Practices
- Group Related Data: Use headers to separate contact information, deal details, and internal metadata.
- Prioritize Importance: Place the most important properties at the top of the list.
- Use Icons: Add icons to property labels to help users scan the list more quickly.
- Use empty states: Define what shows when a property is empty (e.g., “Not Provided” or simply hiding the row).
Example Usage
A Customer Overview property list might include:- Group: Basic Info
- Company Name
- Website
- Primary Contact
- Group: Subscription Details
- Plan Type
- Renewal Date
- ARR
- Group: Health Score
- Current Score
- Last Activity Date