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  • open cases

    Hi
    The number of open cases in the menu line would be a good thing.
    peter

  • #2
    Hello
    You could show the number of open cases on the dashboard. Add Report dashlet, select needed list report and check the box Display only Total.
    It's not a good thing to show it in the menu, because different companies have different main entity: for someone it could be new leads, for someone - not closed opportunities, for someone - task, etc.

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    • #3
      Hi
      Thank you for the suggestion. But a number costs a lot of space on the dashboard. The idea of having this function for all main entities is good. The different companies could then decide in the admin setup whether they need this function.
      Maybe it's an idea for a later version.

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      • #4
        In this case this feature is need to set not for company, but for user. Different titles, different roles, different responsibilities for users.

        We will think.
        Thanks, Peter.

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