add "Account" field to dashlets

[AgencyPJA]

It would be very useful to be able to show the Account that a contact belongs to in the "My Calls" and "My Open Tasks" dashlets.

New business directors tend to think in terms of company (account) names, not individuals, so the dashlet in it's current form is semi-useless.

[ben.gillis]

Using Sugar Pro or Enterprise will allow for the creation of reports that can easily display the account associated with a call. the problem with the dashlet is that calls can be related to any type of record not just accounts. there is no field that lists the account associated with a call. you could change your internal procedures so that all activitiies are placed at the account level, which would allow for the account to be listed by displaying the related to column. however as a best practice you should probably just use the report module.

Ben Gillis
Plus Consulting
SugarCRM Trainer
http://www.plusconsulting.com/training.htm

[snarfblatt]

In My Open Tasks, you can add the Contact field, why not the Lead or Account or other related name. This is helpful information when you are viewing your Open Tasks and trying to prioritize. Why are contacts given precedence over Leads and Accounts? The information is in the database, there just isn't a built in way to have it show up on this list.