Community
Showing results for 
Search instead for 
Do you mean 
Reply

Sharing a dashboard

New Member
Posts: 3
Country: United States

Sharing a dashboard

Help..new to ACT.  I need to see the same dashboard as my boss sees.  Is there anyway to do it?
Bronze Contributor
Posts: 955
Country: Australia

Re: Sharing a dashboard

Normally in the dashboard view you should be able to open the view. What version of ACT? Are you connected to the same database or via synchronisation? Is it Premium or Standard? Standard not possible

 

Get a copy of Topline Dash as this has so many more functions available www.toplineresults.com

 

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.