Hi!
I am fairly new to Sage CRM and am creating dashboards for use
with my sales team.
In the CRM I am used to, I am able to create a dashboard and indicate
who has access to it. I am not seeing this in Sage, although it is probably
obvious. :-)
So, here is the deal:
I have created a dashboard called "Sales". I have begun to populate it with gadgets.
When I ask some of the team members to check the dashboards that are visible to
them, they only see the welcome.
My goal is to create the dashboard with certain gadgets and once I know they have access,
go in and change the reports to filter with only the current users info, that way each is individualized.
Is this possible in Sage CRM? It has to be, right?
Please help.
THANK YOU!