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Thread: Dashlet for updated records?

  1. #1
    Join Date
    May 2008
    Posts
    8

    Default Dashlet for updated records?

    Our organization has several different types of users who access and modify records.

    Lead generators: generally cold call into prospect accounts, qualify them, and, if they are successful, set up appointments for sales people

    Marketing support: research accounts and contacts and update information

    Sales people: Do little data management; mainly work with activities and opportunities related to accounts and contacts

    Because the majority of data entry is coming from lead generators and marketing support, our sales people would like to have some mechanism to view recent updates to their accounts and contacts, preferably either through a dashlet on their home or though a separate tab. For example, it would show them that information for Contact A had been updated, or that Contact B was added to Account X.

    I know that as a user, when I make changes, I get recently viewed and modified records displayed at the top of the screen. But this function would let me view changes made by anyone to records assigned to me.

    Is there such functionality readily available? We'd prefer not to create custom module(s).

    Thank you

  2. #2
    kinshibuya's Avatar
    kinshibuya is offline A Sugar Hero
    Join Date
    Jul 2008
    Location
    brasil
    Posts
    521

    Default Re: Dashlet for updated records?

    Hi what version are you in?
    You can use SugarFeeds to do this
    Priscila Kin Yamamoto Joranhezon
    Phone: +55 61 32010000
    priscila.joranhezon@nct.com.br
    NCT Informática Ltda

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