AnsweredAssumed Answered

Global parent account dashlet

Question asked by Stefan Edevag on Jun 5, 2019
Latest reply on Sep 1, 2019 by Muhammad Shaji Uddin



Has anyone extended the listview dashlet (for Accounts) to show not only related records, but also related records to member Accounts?


I would like to see alla contacts on a parent account, but also all contacts on all member accounts. For a large consortium with multiple member organizations that would be a big help to get an overview from the parent account and not having to click on every single member organization to see the contacts.


I'm aware I could do a report for it, but I want to display it on the intelligence pane.