Search results by user ID 5813

Re: Personalizing Dashboards

Beth Deaton — Wed, 09 Jan 2013 19:47:27 GMT

Thanks to both of you for your links. I have been doing the tutorial for the report design and I am understanding it better now. However.. :) after I create the report and the tutorial goes back to Method on the Customer screen - it looks nothing like the customer screen in method, so I am lost as to where he is going to activate the report.

Thanks,

~ Beth

Re: Personalizing Dashboards

Beth Deaton — Wed, 09 Jan 2013 15:00:21 GMT

This is way to complicated to use from a customizers perspective. Especially coming from a Salesforce demo where you drag and drop the charts and graphs onto your dashboard to personalize the reports. Also, when I click on the "click here" link you gave me for help on a report based on the Invoice table I get an error message. There are way to many variables and no clear understanding of what the fields/charts/objects mean or accomplish for our sales reps to be able to customize their dashboards they way they would like to see them.

Beth

Personalizing Dashboards

Beth Deaton — Wed, 09 Jan 2013 12:38:45 GMT

Where can I find information or webinar on personalizing the Dashboard? When I do a search it says nothing found.

~ Beth

Re: Change customer list to show Company first in bold

Beth Deaton — Fri, 04 Jan 2013 17:53:28 GMT

I am watching the webinar for customizing. Is only a "copied or newly created" screen, table or field editable? I think that's where it is losing me.

Beth

Re: Change customer list to show Company first in bold

Beth Deaton — Fri, 04 Jan 2013 16:43:19 GMT

Adam,

Am I going into Customize: Screens: CRM_Customer List to do this? I don't see advanced options anywhere.

Beth