I want to create a dashboard in the Accounts module with contains data of the calls,meetings and the tasks associated with the account.Can any one please provide insights in to this.Gustav Lindström Francesca Shiekh
you can use dashboards that already exist within Sugar. When you are in the detail view of an account, just edit the standard dashboard, scroll down, click "add a row", click "add a sugar dashlet" and click "planned activities" or "active tasks" -> you will get the tasks and activities for the current account in the dashlet.
I can also give you directions for creating independent dashlet for each module, if you want.
In the modules tasks,meetings and tasks we have the relatedaccount_c field(Related to Accounts mdoule).This Filed gets displayed only when the parent type is Projects.So in the Accounts module I want the calls,meetings and tasks that have parent_type as Project and contain a relatedaccount_field in the dashboard.Can you please give directions regarding this.
I have tried this with subpanel.But was unable to pull the three modules record in one subpanel Gustav Lindström
Retrieving data ...