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Thread: Displaying Daily Statuses

  1. #1
    JustJon is offline Junior Member
    Join Date
    Oct 2008
    Posts
    2

    Default Displaying Daily Statuses

    is there a way to display things like the calls made today, new accounts today, contacts created today, sales meetings today, etc. in the Admin dashboard? We want to be able to keep track of who is new and what is going on day to day from the Admin account. Thanks.

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Displaying Daily Statuses

    Hello JustJon,

    The dashlets on the home page by default display just the records assigned to your user. You can modify these by clicking on the pencil icon in the top right hand side of the dashlet. In the filters area, uncheck the box that says 'My Call', 'My Accounts' etc. You can additionally filter by a date, or by certain users.

    You can add additional dashlets with different parameters by clicking the 'Add Sugar Dashlets' button and having more than one dashlet for a module with different filters.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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