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Modifying the Dashboard?

New Member
Posts: 19
Country: United States

Modifying the Dashboard?

Does anyone know if you can modify the Dashboard or use an add-on to ACT that can create a Dashboard where the Activities of select multiple users can be monitored? We're at IT company and we'd like to have a dashboard where the technicians can see all of their activities as well as those of the other technicians, sort of like a hotlist of open issues. Right now, they can only see their own activities, not others'.

 

Thanks.

 

Lorne

Bronze Contributor
Posts: 1,275
Country: USA

Re: Modifying the Dashboard?

You have a couple of options. 

1) Use Topline dash - it's a for-fee addon that has a series of dashboards prebuilt. One may match your requirements.

2) build your own using the SQL Chart control which can be found in the Developer Forum on this community. Assumes you know SQL.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

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Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Modifying the Dashboard?

There is also the fee based Smart Dash from Xact Software. Our philosophy is that if the dashbooard you are after is something that would be useful for a broad audience and is relatively simple for us to produce then we will create the dashboard and include it in the product. If it is more complex or is not something that would interest a wide audience then we would need to charge for providing the particular dashboard you want.   

Graeme Leo
Xact Software - consultants and developers
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Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Modifying the Dashboard?

Bringing it back around to the dashboard components within ACT!, and not getting into the SQL component:

 

ACT! Standard/Pro (names depends upon version) only shows the current user's "stuff" in the dash, while one of the additional features of Premium is that it allows data from across ALL users (if desired).

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Modifying the Dashboard?

Which is why it can make sense to purchase an addon rather than having to upgrade to ACT! Premium. For instance if you had say 7 users ACT! Pro and you wanted one person, a manager, to look across the business (all users data) to run KPIs, it wouldn't be cost effective to upgrade everybody to Premium just for that one reason. 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Modifying the Dashboard?

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Modifying the Dashboard?

How do I answer that?

Obviously the customer needs to make their own evaluation based on what they are wanting to do and how each addon satisfys the need. Clearly as developers of Smart Dash we think our solution has a lot of merit and offers different features to competing products including ACT!'s own dashboard limitations.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog