I suggest you ...

For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

For me it would be perfect if i could customize my dashboard. For example, i don't need report for billable hours and i would replace it.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    10 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        This is a MUST. We would like our sales team to access elements of the dashboard - sales module only

      • Anonymous commented  ·   ·  Flag as inappropriate

        Dashboard is great, but it needs to be customized by user type. We want to restrict some users to sales only and not be able to see expenses, banks, etc..
        I agree with previous comments this is a MUST

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be nice to have purchase orders Approved but unbilled in aging buckets and Unapproved in aging buckets also.

      • Raja Selarka commented  ·   ·  Flag as inappropriate

        Yes, this is needed badly as there are many reports available on dashboard but I need some more important reports than what is available.

      • Rishi commented  ·   ·  Flag as inappropriate

        Customization and movable grid like dashboard with reports would be very good.

      • Rodney commented  ·   ·  Flag as inappropriate

        Dashboard, filters and views. CRM is very customizable. Books is not. Way behind times compared to CRM.

      • gina@catstrat.com commented  ·   ·  Flag as inappropriate

        Yes, even if a list of 'favorites' for reports (another feature would like to see) would show up on dashboard. Each user should be able to customize their dashboard for tasks they use on a frequent basis. For instance, I would like to see "Aging Summary" instead of the current widget for receivables.

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