All updates
v1.4.3New

Make pinned client cards your own

Pinned attribute cards on client profiles just got display options, so a raw key from your source system can look like it belongs in the dashboard.

Rename, icon, color

Hover any pinned card and click the pencil to open its settings:

  • Display name — show "Overdue balance" instead of the raw attribute key. Clear it and the card falls back to the key.
  • Icon — pick from 16 curated icons: banknote, wallet, trending up/down, alert, calendar, and more.
  • Background — seven soft tints (blue, green, amber, red, violet, pink, or the default), all tuned to look right in dark mode too.

Your existing pins keep working as-is — customize them whenever you like.

A tidier attribute list

Once the important values are pinned as cards, the full attribute list underneath is mostly noise. It's now collapsible via a chevron in its header, and your preference is remembered in the browser.

Live for all workspaces — hover a pinned card to start customizing.