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Dashboard and custom fields

Avid Listener
Posts: 16
Country: Spain

Dashboard and custom fields

Hi, we had a problem with the limited filter option in the dashboards, because we had a tech department tha register the contacts and made the proposals to the commercial dept. When a commercial whant to see their pportunitis they had no one, because of this we create a custom field in the opportunities to could filter the commercial guys opportunities, in the act reports this works fine, but in the new dashboards feature we cannot filter by this custom field. Does any body had an idea how can we solve this?

 

Thanks,

 

Julio Campomanes

Act! Tech Consultant

Bronze Contributor
Posts: 955
Country: Australia

Re: Dashboard and custom fields

I would suggest that you would be better off to create a process for one group and a process for the second group and this you can then filter by rather than trying to do it in a field
Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.