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Add Notes to Dashboard

New Member
Posts: 1
Country: United States

Add Notes to Dashboard

I am trying to add a 7 day graph to the dashboard for Total Notes by that user.  Can anyone help?

I have ACT! by Sage 2010 Version 12.0.409.0, Hotfix 1

Moderator
Posts: 4,395
Country: USA

Re: Add Notes to Dashboard

ACT! 2010 gives you the ability to create custom dashboard templates.  But you will need some knowledge in writing SQL queries.  To add your own templates you will need to edit Act.Dashboard.DataChart.xml located in C:\Program Files\ACT\Act for Windows\Tools.  There is a brief read me in the XML file

Copper Contributor
Posts: 6
Country: United Kingdom

editing XML file for Custom Dashboard

Please help,

I have spent hours (+++) trying to solve what should be a simple thing. 

 

the statement:

WHERE O.OPEN_DATE = '{Open Date|DATE|NOW}'  

returns data when the input date matches a record's date and that suggests the syntax is ok.

 

The XML file suggest using two dates for a selection, great, but no examples unfortunately.

 

 The statement:

WHERE  O.OPEN_DATE = BETWEEN '{Start Date|DATE|NOW}'  AND '{End Date|DATE|NOW}'

allows the input of the two dates but returns no data.

 

It would be fantastic to know which variant of SQL is applicable so that the exact syntactical requirements are known, I have only managed marginal success through hours of painstaking trial and error.

 

any help would be appreciated,

 

thank you,

Les