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Dashboard tracking phone calls

New Member
Posts: 5
Country: United States

Dashboard tracking phone calls

I make all my phone calls through Act and would like to review the day's activity on the dashboard.  My phone call notes show up in History, but I can't figure out a way to get them on the dashboard.  I thought t=I could add a History component, but can't figure it out.

I'm using ACT 2008.

Moderator
Posts: 4,395
Country: USA

Re: Dashboard tracking phone calls

Unfortunately, the dashboard will only show activities and opportunities.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Dashboard tracking phone calls

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Dashboard tracking phone calls

Using the custom Original Devnet Data chart component, you might be able to build a view that would include that information...