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Basic project-selection as table in CRM dashboard

Hi! 

This is probably some basic stuff, but; 

I'm looking for an easy way to view a project-selection as table in CRM dashboard. 

This is easy in Customer Service Dashborad (for tickets)  via Web Panels, but the CRM dashboard only lets you choose between two bar-graphs(vertical and horizontal) for projects. How can i choose table, based on selection ? 

Hope I don't need to make my own app or use a plugin for this? ? 

(SuperOffice 8.5  Online w. expander license).  

Jørgen

 

 

RE: Basic project-selection as table in CRM dashboard

I think I'm basically looking for a way to add more charts: 

 

Von: Jørgen Eikjeland 24. Mai 2019

RE: Basic project-selection as table in CRM dashboard

The charts are pre defined and as far as I know there is no way to change them or add new ones. I would look into Business Analyze which is highly customizable.

Von: Espen Steen 27. Mai 2019

RE: Basic project-selection as table in CRM dashboard

Too bad. Given the flexibility of SO, this should definetly be natively customizable. Could even be as simple as config files.

 

Von: Jørgen Eikjeland 27. Mai 2019

RE: Basic project-selection as table in CRM dashboard

SuperOffice Dashboard help file says that you could use webpanels in Dashboards:

https://community.superoffice.com/resource-center/#/xdocumentation/help/EN/CRM/8.4/UserHelp_XML/StandardCRM/Dashboard/Dashboard_Tiles_Create.htm

So if you know how to create URL for selection of project, this should solve your problem. If you get this solved, please let me know how to do it.

-Tatu

Von: Tatu Tukiainen 27. Mai 2019

RE: Basic project-selection as table in CRM dashboard

I'll look in to getting the URL. 

In the Customer Service-module this is easy because we create web-panels based on selections, not only URL's 

 

I wonder why the dashboard functionality is so different between basic CRM and Customer Service. 

 

-Jørgen-

 

Von: Jørgen Eikjeland 27. Mai 2019

RE: Basic project-selection as table in CRM dashboard

Hi,

 

Did you ever get a solution to do this ?

Thanks,

Matt.

Von: Matthew Perry 16. Okt 2021

RE: Basic project-selection as table in CRM dashboard

Hi ! 

No, I did not find a solution for this.

But I think the dashboard functionality in SO is getting an overhaul these days (got an invitation to test, but haven't got the time). 

So there might be some changes coming. :) 

 

Jørgen. 

Von: Jørgen Eikjeland 31. Okt 2021