MattMakris
5 years agoQrew Assistant Captain
Dashboards: Show data related to a single record
I have a CRM/ERP system in my QB realm and we have dashboards showing information on all clients, finance, products, etc. Is there a way to show data in the widgets for single clients vs. all clients? It would be nice to have a dropdown selector with all of our clients that would change the data in the dashboard widgets based on the selected client record. If this isn't currently possible, is something like this in the works for a future release?
------------------------------
Matt Makris
------------------------------
------------------------------
Matt Makris
------------------------------