I want "Call" to show on My Calls dashlet for all team members

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  • dev77
    Senior Member
    • Feb 2018
    • 132

    I want "Call" to show on My Calls dashlet for all team members

    In my account I added a new user (Alice). I added her to Team-1. (She is only member).

    I create a Call. I added Team-1 to that Call.

    When I log in as Alice, I don't see that Call on the My Calls dashlet.

    Shouldn't it be there since Team-1 is entered on the Call attributes?

    Maybe I don't understand the use of teams?

    Thanks.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    "My" means assigned to me.
    You can create Record List dashlet. Here Alice will see all allowed records

    Comment

    • dev77
      Senior Member
      • Feb 2018
      • 132

      #3
      I'll check out the Record List dashlet. Is there a way to assign Call to more than 1 person?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        No. Call has one assigned user and can have a lot of attendees

        Comment

        • dev77
          Senior Member
          • Feb 2018
          • 132

          #5
          OK. I just need a way for Alice and I and anyone in the biz who logs on to see what calls have to be made. How do I do that?

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            Record list dashlet or report dashlet

            Comment

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