Hello Community.
I have 15 sales staff.
When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed.
should be @me for login and salesperson
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Need to show number of customers I have on dashboard upon login - how?
Best answer by aaghaei
Create a GI on Customer DAC and in the result grid use Count as Aggregate Function and caption your field something like “Customer Count”. You can use this GI in your dashboard
+10Create a GI on Customer DAC and in the result grid use Count as Aggregate Function and caption your field something like “Customer Count”. You can use this GI in your dashboard
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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