Author Topic: Dashboard  (Read 2106 times)

MainlineSki

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Dashboard
« on: April 23, 2013, 07:24:00 PM »
Is it possible to set up the Core3 so dependent upon the login name, it opens to the Dashboard and within each of the tabs on the Dashboard (Opp, Orders, Est, etc), it automatically sets the filters for the sales rep (user login), certain dates, etc?

Kevin Clemons

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    • Productive Computing
Re: Dashboard
« Reply #1 on: April 30, 2013, 04:07:39 PM »
Hi MainlineSki,

Out of the box the Core3 does not have this functionality, but this can be added under custom development.
Kevin Clemons
Products Support Specialist

950 Boardwalk, Suite 205
San Marcos, CA 92078
760-510-1200 xt.105 (voice)  760-510-1991 (fax)

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