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Dashboard Pipeline for All Users?

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New Member
Posts: 5
Country: United_Kingdom
Accepted Solution

Dashboard Pipeline for All Users?

Is it still the case that you can't see other users sales in the dashboard?? This would really be a handy feature

 

Thanks

Sam Dimond
Act! Pro Version 18.0.501.0, Update 7
2 User
Desktop 1 (User 1 inc Database): Dell 490 - 2x Xeon Quad X5355 @ 2.66GHz | 32GB RAM
Desktop 2 (User 2) Dell 490 - 1x Xeon Dual X5160 @ 3.00 GHz | 14GB RAM

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Solution
Accepted by topic author spotlight_sound
‎08-02-2016 04:09 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard Pipeline for All Users?


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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard Pipeline for All Users?

New Member
Posts: 5
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Fantastic. I am the Administrator. Is there a quick guide to do this? I can't find anything in the help topics or online?

Thanks
Sam Dimond
Act! Pro Version 18.0.501.0, Update 7
2 User
Desktop 1 (User 1 inc Database): Dell 490 - 2x Xeon Quad X5355 @ 2.66GHz | 32GB RAM
Desktop 2 (User 2) Dell 490 - 1x Xeon Dual X5160 @ 3.00 GHz | 14GB RAM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard Pipeline for All Users?

New Member
Posts: 5
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Thanks for the reply although that option is not there. Even though I am the administrator (I have double checked this)
On the Pipeline by stage I can filter by Process, Stage, Date etc. but not users.
Sam Dimond
Act! Pro Version 18.0.501.0, Update 7
2 User
Desktop 1 (User 1 inc Database): Dell 490 - 2x Xeon Quad X5355 @ 2.66GHz | 32GB RAM
Desktop 2 (User 2) Dell 490 - 1x Xeon Dual X5160 @ 3.00 GHz | 14GB RAM
New Member
Posts: 5
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Screenshot attached. Act V18

Sam Dimond
Act! Pro Version 18.0.501.0, Update 7
2 User
Desktop 1 (User 1 inc Database): Dell 490 - 2x Xeon Quad X5355 @ 2.66GHz | 32GB RAM
Desktop 2 (User 2) Dell 490 - 1x Xeon Dual X5160 @ 3.00 GHz | 14GB RAM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard Pipeline for All Users?

Hmmm ... I think this might be one of the limitations of the Pro version ... It's certainly there in Premium
Solution
Accepted by topic author spotlight_sound
‎08-02-2016 04:09 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Dashboard Pipeline for All Users?

New Member
Posts: 5
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Ah no problem. Thanks for your time Mike
Sam Dimond
Act! Pro Version 18.0.501.0, Update 7
2 User
Desktop 1 (User 1 inc Database): Dell 490 - 2x Xeon Quad X5355 @ 2.66GHz | 32GB RAM
Desktop 2 (User 2) Dell 490 - 1x Xeon Dual X5160 @ 3.00 GHz | 14GB RAM