[Vtigercrm-developers] Dashboards

[Uma S]

Dear Mohan and Oleg,

Thanks! for sharing the requirements on Dashboards design, will review this.

On Thu, Jan 9, 2020 at 4:55 PM Oleg Antonov <oleg.a at pinstudio.ru> wrote:

>
> Hi Uma
>
> I have related case to share. Managers need more then 10 widgets to watch
> for: new leads, tasks, planed payments etc. We use custom  and filter
> widgets. Now I have to manually create widgets for every new manager. I
> tried to teach them how to create widgets, but they make mistakes,
> sometimes they accidentally remove widgets and thus fail to react on new
> leads or events.
>
> To my mind the best solution is to have dashboard rights available on role
> management system: we should define if user can add/delete widgets/tabs.
> Next, for each of available widgets user can have access to add it or not.
> Finally we need tab/widgets template available to setup for
> profiles/roles/groups.
> And of course admin must have an option to see and edit users dashboards.
>
> El El jue, 9 ene 2020 a las 13:19, Uma S <uma.s at vtiger.com> escribió:
>
>> Hi Mohan,
>>
>> Sorry! Dashboard widgets are not tied to Roles anymore, For now we don't
>> have any thoughts on it.
>>
>> If possible can you please share the business case scenario for this
>> requirement, So we can think about it.
>>
>> On Thu, Jan 9, 2020 at 3:06 PM Sukhdev Mohan <s.mohan at myti.it> wrote:
>>
>>> HI Uma,
>>>
>>> Although non admin users can add widgets to their dashboard, it’d be
>>> great to have role baed dashboard widgets. IS this a feature you guys are
>>> thinking of or it’s already in the CRM?
>>>
>>> Thanks in advance
>>> Best Regards,
>>> Sukhdev Mohan
>>> ———————————
>>> Cel. (+39) 320 7020345
>>> Email s.mohan at myti.it <s.mohan at myti.it>
>>>
>>>
>>>
>>>
>>> Il giorno 9 gen 2020, alle ore 10:22, Uma S <uma.s at vtiger.com> ha
>>> scritto:
>>>
>>> Hi Tony,
>>>
>>> Sorry! non-admin user can add widgets to Dashboard (screen
>>> <https://sc.vtiger.in/screenshots/uma-sc-at-09-01-2020-14-50-10.png>).
>>> Hope you are looking for same.
>>>
>>> On Thu, Jan 9, 2020 at 1:13 PM Tony Sandman <tonysandman999 at gmail.com>
>>> wrote:
>>>
>>>> I believe I somebody was talking about that already - non admin user
>>>> cannot add anything to dashboard. Is it something what you can confirm?
>>>> Me 3 installed 7.1 dont do that
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>>
>>>
>>> --
>>> With
>>> Best Regards
>>> Uma.S
>>> Vtiger Team
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>>
>>
>> --
>> With
>> Best Regards
>> Uma.S
>> Vtiger Team
>> _______________________________________________
>> http://www.vtiger.com/
>
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-- 
With
Best Regards
Uma.S
Vtiger Team
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