Returning a Custom Column View for Company CRM (Marketplace App)

Developer Support APIs & Integrations
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Hi everyone, we are trying to build a public marketplace app that returns an updated set of new custom properties (columns) for a user.

It would be nice if after our app finalises a process, the Companies CRM would either:

  • automatically refresh to the “All companies” view to a new set of columns. To my understanding, that is not possible.
  • create a new view tab for the user, so that it contains a new set of columns.

Can anyone confirm if there have been any changes here, and that this is possible to implement? Otherwise, the solution is to instruct the user to manually construct the column order?

Thank you in advance for any guidance on this!

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Hi, @Milda_77 :waving_hand: Thanks for your question. The CRM Customization dev docs don’t list custom views or views as a new tab as an option. We can create custom cards to display information as a part of your app.

Hey, @zach_threadint @Phil_Vallender @evaldas do you have any other workarounds or suggestions for what @Milda_77 is trying to accomplish?

Best,

Jaycee

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Hi Jaycee, is there any way that your colleagues @zach_threadint @Phil_Vallender @evaldas could advise us on this? We’d really appreciate any additional help before diving into this with our dev team.