Helo, I like to setup av simples overview of companies that we will approach during 2026, and the progress of that.
My idea is to create
- selection of companies with a certain tag
- selection of companies with the tag, and an acitivity created during 2026
- selection of comapnies with the tag, and an slaes object created during 2026.
ideally, I would litke to have the companies disaapear from selection 1 when they have an acitivity created, and they should also disappear from the selection 2 when we have created an sales object.
IS the above duable?
If so, pls advice how to do the setup. I would to display this within a dashboard for our company.
TIA
Peter
Allt Svar (3)
Hi Peter,
I hope you have already found a solution, since this wish is duable in SuperOffice with combined selections: https://docs.superoffice.com/en/search-options/selection/learn/combine.html
The only thing not possible is to display the result in a dashboard. Our dashboards don´t support combined selections.
For a more advanced setup SAINT would be a solution: https://docs.superoffice.com/en/saint/learn/index.html
If you need more help then reach out to your primary SuperOffice contact person. He can help you with consultancy assistance :)
Hi, thanks for your reply. It's precisely the fact that dashboards aren't able to display this that prevents me from doing this. Do you think it's in the plan to support combined selections in Dashboards?
Not being technical at all, I think it is a technical issue.
I think the result of a combined selection only provides you with a "view" of data, while dashboards are based on data from tables. I don´t think dashboards can view data which is from a view...