11-21-2014 03:33 PM
I'm sure this is simple thing in ACT to do. I want to create a dashboard to show a graph on some UDFs I've created like Segmentation, Target Market etc.. just a bar or pie chart as to how any in each value..
In Dashboard Designer, I select New to start a new dashboard. Go to top left box and Add Component and see Activities, Opportunities, Custom. I don't want the 1st 2, so tried Custom and it doesn't seem to get me to list of all the udfs to select which I want to chart on.. just a list of templates.
Guessing there is an easy way and I'm just missing it (and hopefully does not require me to purchase an add-on).