Forum Discussion
BlakeHarrison
3 years agoQrew Captain
While I don't have all the details of the workflow, I think your users would be better served by utilizing a Dashboard for their work.
On a new Dashboard, I would do the following:
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Blake Harrison
bharrison@datablender.io
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On a new Dashboard, I would do the following:
- Setup a report that is tailored as much as possible to this user group. If possible, filter the records so that each user is presented only with records that have been assigned to them.
- Add a Filter to the Dashboard and select the 3-4 most commonly searched fields to this filter setup. While you can't (yet) filter on all field types, most can be accommodated.
- Add any additional reports, buttons, links, etc. that may help these users in their work.
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Blake Harrison
bharrison@datablender.io
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