Customers tab Views: Additional Fields

Do these custom objects have multiple records per Account/Customer (1:M), or do they simply extend Account/Customer attributes (1:1)? If it's the former, we'd have to also figure out how to aggregate to extract one value per Customer. 

Hi Manu, The 80% is the 1:1 relationship. There are some incidents where there is more than one, but those are definitely in the minority.

Thanks, Heather. One way to go about this is to build a dashboard instead, where we add a report built on this custom object but grouped by the Account Name. This way, you'd still get one row per Account, but with attributes from this object and Account/CustomerInfo (by traversing up directly or via a Data Space). Eventually, the Customers tab could just be a pinned dashboard, so would love to know if this direction is appealing to you. And if not, what challenges do you see us facing potentially?

Thanks for suggestion, Manu! I hadn't thought about that as a workaround. I'll try that. I can't think of any challenges off the top of my head. I think a dashboard would still hit all the functionality of that page currently.